BNY Mellon IM’s global credit head finds value in long duration US treasuries and corporate bonds.
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The impact of the US Fed’s quantitative tightening is not priced into some parts of the bond market,
More stable fund flows and intact structural investment themes in the region bode well for equities and credit, says Axa Investment Managers.
Investors looking to generate returns in fixed income will be rewarded for either holding or adding to their positions, according to Alliance Bernstein (AB).
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.
FSA spoke with Pimco at the Fund Selector Asia Investment Forum Thailand.
Leading Asia fund selectors identify the opportunities in markets this year.
Credit markets are generally expensive and the upside to returns is limited, according to Axa Investment Managers (Axa IM).
With inflation pressures expected to weigh on the post-pandemic recovery, investors need to consider policy direction when targeting Asian equities, according to Axa Investment Managers (Axa IM).