Yield-seeking investors can find opportunities outside the fixed income universe, according to Alliance Bernstein.
Tag: Equities
UBS turns negative on equities
UBS Wealth Management recommends clients to underweight stocks and reduce portfolio risk amid the escalating US-China trade dispute.
Investec manager turns cold on defensive stocks
Defensive stocks have become more expensive, according to the head of global multi-asset income.
Lean toward income sources, says JPM AM
Fixed income and high-dividend-paying stocks provide investors some downside protection in a late economic cycle, according to the firm’s chief market strategist.
Citi calls for cautious risk-on in 2019
A symbol for 2019 markets is not a charging bull, but maybe a strolling one. Julie Koo, managing director and head of Citi’s private bank investment management sales, explains.
Investors give thumbs up to Modi ahead of polls
Indian funds have produced solid returns during Modi’s prime ministerial tenure, but there are doubts that his mixed performance will retain the confidence of his electorate.
Schroders still positive on global equities
Cheaper price multiples will drive global equity returns next year, and China’s onshore bonds are starting to look appealing, argues Patrick Brenner, head of multi-asset investments for Asia.
Why Loomis Sayles shuns Apple in its growth funds
The firm prefers companies that benefit from high barriers to entry, and Apple, despite being a popular growth stock, does not meet that criteria, according to Hollie Briggs, Boston-based vice president and product manager for growth equity strategies.
Eastspring: Expect volatility, be tactical
Investors will benefit from a tactical investment approach this year as markets are expected to be more volatile, according to Virginie Maisonneuve, Eastspring Investments’ Singapore-based chief investment officer.
Deutsche Wealth: Fixed income loses appeal
Rising interest rates and yields have made Deutsche Bank Wealth Management pessimistic about fixed income investment, according to Tuan Huynh, Singapore-based chief investment officer and head of discretionary portfolio management for Asia-Pacific.
