Neeraj Seth explains why the US fiscal backdrop means he is less favourable towards duration.
![](https://s34456.pcdn.co/wp-content/uploads/2020/06/Neeraj-Seth_BlackRock-640x360.jpg.optimal.jpg)
Neeraj Seth explains why the US fiscal backdrop means he is less favourable towards duration.
Equities and credit may perform better in today’s macro and market environment than during equivalent slowdowns in the past.
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.
The Swiss asset manager has downgraded its outlook on China equities to neutral from overweight.
Short-term sentiment has been boosted after the Chinese government announced plans to relax restrictions, said market observers.
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.
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.
There is a correlation between investing in businesses that aim to deliver sustainable outcomes and achieving consistently attractive returns, says NN Investment Partners.
Temporary measures are extended until September 2022.
The latest Natixis Investment Managers study found that fund selectors are allocating to private assets.
Part of the Mark Allen Group.