The global multi-asset team prefers equities over credit, and credit over rates, according to portfolio manager Hani Redha.
Tag: Credit
Muzinich: Spreads aren’t the only game in town
Investors no longer need to obsess over duration and spreads in a higher interest rate environment.
BNY Mellon IM sets out bond strategy
BNY Mellon IM’s global credit head finds value in long duration US treasuries and corporate bonds.
The FSA Spy market buzz – 1 December 2023
Change at Lumen Capital, The gold bugs rise again, Credit card debt hits a global high, The quiet wisdom of Charlie Munger, Advertising from Schroders, Fidelity and much more.
Bonds aren’t adequately pricing liquidity risk: Amundi’s Duensing
The impact of the US Fed’s quantitative tightening is not priced into some parts of the bond market,
Axa IM backs allocations to Asian assets
More stable fund flows and intact structural investment themes in the region bode well for equities and credit, says Axa Investment Managers.
AB builds barbell portfolio to earn income
Investors looking to generate returns in fixed income will be rewarded for either holding or adding to their positions, according to Alliance Bernstein (AB).
Pimco urges liquid portfolios
In a global economy clouded by uncertainty and rising recessionary risk, portfolio flexibility can enable investors to be prepared as well as nimble, says Pimco.
2022 predictions: wealth managers
Leading Asia fund selectors identify the opportunities in markets this year.
