Alexis Lavergne, fixed income investment specialist at Janus Henderson, argues that an active 60/40 portfolio can help clients stay invested during times of market stress.
Tag: Equities
JPMAM expects profit downgrades in crucial earnings season
JP Morgan Asset Management’s chief market strategist for Apac Tai Hui flags slowing capital expenditure as a potential indicator of a recession.
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.
Aberdeen’s global FI head sticks to wholesale push
Jonathan Mondillo, Aberdeen’s global head of fixed income, tells FSA he is sticking to the firm’s credit research platform.
Faith in equity income stocks starts to pay dividend
There are signs of a change after years of dominance by US tech with 88% of companies raising dividends or holding them steady in 2024
AllianceBernstein: Investors risk under-exposure to EM equities
The performance track record of emerging markets (EM) stocks over two decades highlights the need to stay allocated and ride inevitable market volatility, said EM equities specialist Sammy Suzuki.
Franklin Templeton: Dividends offer new dimension to portfolios
Current market turbulence has led to a revival in interest in dividend investing, spurred by a desire for steady income and a hedge against volatility, says index specialist Dina Ting.
AllianceBernstein: Don’t bet on clinical trials when investing in healthcare
Most healthcare investors focus on binary bets around clinical trials instead of buying profitable healthcare businesses, according to AllianceBernstein’s Vinay Thapar.
Lombard Odier increases weighting to hedge funds
The Swiss private bank also explained why it reduced its fixed income-income weighting in its latest investment strategy update.
Into 2025: Managers say how to navigate a volatile new year
Lauren Hardy gauges the lie of the land across the investment universe as we embark on a new year.
