Fund managers at Janus Henderson and abrdn share why they are bullish on the healthcare sector.
Tag: Equities
DWS downgrades outlook on emerging market stocks
The German asset manager’s global CIO also upgraded his outlook on US IG corporate bonds to outperform.
Invesco: Barbell approach is the way forward
Invesco’s David Chao favours a barbell approach given the tumultuous economic outlook.
Is the 60/40 portfolio about to make a comeback?
After a chastening year, JP Morgan tips an old favourite to come roaring back.
The rising fortunes of Asia’s small-caps
Four important developments should provide momentum for the asset class.
China, Asia, global emerging market equities: Light at the end of the tunnel?
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Zhikai Chen and David Choa at BNP Paribas Asset Management discuss what the future holds for Asia equities amid China’s zero-Covid policy.
Opportunities and ESG investing in Chinese equities
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. In this week’s Q&A, David Choa, head of Greater China equities at BNP Paribas Asset Management, talks about investment opportunities and the application of ESG criteria to investing in Chinese equities.
Invesco maintains overweight stance on bonds
US-headquartered asset manager also lays out constructive stance on China equities during fourth quarter outlook.
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.
Schroders supports 60/40 portfolio approach
As investors assess whether the conventional allocation split still make sense, Schroders believes bonds will still provide portfolio benefits even if equity-bond correlations remain positive.
