Neeraj Seth explains why the US fiscal backdrop means he is less favourable towards duration.
Tag: Covid-19
Schroders sees upside for risk assets despite slowdown
Equities and credit may perform better in today’s macro and market environment than during equivalent slowdowns in the past.
The FSA Spy market buzz – 28 July 2023
Not so simple investing, abrdn returns absolutely, blue bonds for everyone, fee pressure at St James’s Place, S&P 500 turnover per person, China’s personal debt boom, active managers get on board and much more.
Pictet AM: ‘We have waited long enough’ on Chinese equities
The Swiss asset manager has downgraded its outlook on China equities to neutral from overweight.
China’s reopening policies boost market confidence
Short-term sentiment has been boosted after the Chinese government announced plans to relax restrictions, said market observers.
Eastspring eyes recovery for China A shares
Chinese equities look poised to benefit from an economic rebound in the coming months, especially in sectors linked to electrification and technology, according to Eastspring Investments.
Invesco sees bright spots in market outlook
Signs are emerging in the current environment that offer investors scope for optimism, including easing supply chain pressures and positive economic markers in China, according to Invesco.
Climate and social goals shape NNIP’s investments
There is a correlation between investing in businesses that aim to deliver sustainable outcomes and achieving consistently attractive returns, says NN Investment Partners.
Hong Kong regulator eases sale of life products online
Temporary measures are extended until September 2022.
Asian fund selectors see covid disruptions as worst threat
The latest Natixis Investment Managers study found that fund selectors are allocating to private assets.
