The asset manager expects non-US equities to outperform during the rest of the year.
Tag: Diversification
Manulife MPF: Active account reviews amid turbulence
Portfolio diversification and consolidation of MPF accounts provide a solution to economic and market volatility, says Jeanie Ho, head of Hong Kong and Macau retirement at Manulife.
MSCI highlights diversification opportunities amid US retreat
Apac investors can find opportunities for diversification, improved returns, and capital inflows into high-growth markets.
Fidelity: Allocate to Asia local currency bonds for diversity
With extreme market swings in recent months and the current lack of clarity, quality and diversification are back in focus for fixed income, says Lei Zhu.
SJP’s Justin Onuekwusi: Why now is the time to revisit portfolio resilience
The CIO recommends a greater focus on defensive areas and diversified opportunities outside the US.
In a volatile world, diversification must go beyond 60/40
There is a growing consensus, which includes BlackRock’s Larry Fink, that a portfolio split between public equities and bonds is no longer enough in today’s markets
ARC: Sector diversification beats geographic in the age of the magnificent seven
Equity market performance of countries has become much more correlated.
BlackRock: Bonds no longer reliably diversify portfolios
Strategists at the world’s largest asset manager suggest alternatives such as gold and bitcoin.
Pictet AM’s Tsang on plans to capture the full potential of Hong Kong’s fund industry
Pictet Asset Management’s Tsang says there is growing demand from Chinese mainland investors to diversify their assets through the MRF scheme.
BlackRock: Asia bonds have diversification benefits
2024 is going to be a pivotal year for fixed income as the markets gain some clarity on the timing of the Feds rate pause, according to BlackRock.
