Although recession will be avoided, economies are headed for a bumpy landing, according to Yigit Onat, head of multi-asset, Asia.
Tag: Equities
How to invest in an interest rate falling world
Many of the areas that have come under pressure as rates have risen may start to revive.
Singapore funds enjoy strong inflows in second quarter of year
Bond funds remain Singapore investors’ favourite asset class, Morningstar finds.
PGIM Jennison takes a three-pronged approach
PGIM Jennison’s Tom Davis expects to generate excess returns from a consistent growth strategy.
Study: Asian investors underexposed to private alts
A PGIM Investments study found that three-quarters of Asia fund buyers believe their clients lack adequate investments in private assets.
Eastspring’s Dunn: Quant strategies are not a black box
Eastspring’s head of quantitative strategies tells FSA why a robust process and repeatability is important when considering a core equity exposure.
Five gold funds outpacing global equities year-to-date
FSA highlights five gold mutual funds that are outperforming the global equity market year-to-date amid a rally in the price of the precious yellow metal.
The FSA Spy market buzz – 17 May 2024
Cash flow cows; Pictet AM gets cool, China’s stock market has bounced, The Dow reaches a new high, Tesla’s unsold cars and the EV bust, Barclays on equities, PM Lee and much more.
JPMAM: lock in bond yields
JP Morgan Asset Management’s EMEA chief market strategist warns against the seduction of cash rates.
Janus Henderson on ‘the biggest commercial opportunity ever seen in healthcare’
Janus Henderson’s Andy Acker suggests the opportunity for healthcare outperformance is becoming more promising after last year’s difficulties.