Markets are seeing a mid-cycle slowdown rather than a full blown recession, according to John Woods, Lombard Odier chief investment officer, Asia.
Tag: Europe
European equity funds outpace entire 2024 returns in two months
FSA looks at some of the top European strategies year-to-date after a strong rally.
BlackRock upgrades European stocks to neutral
BlackRock’s Investment Institute sees a range of potential positive catalysts for European stocks.
5 top performing European funds of 2024
FSA looks at five top performing European equity funds available for distribution in Hong Kong and Singapore.
Credit Suisse underweights equity
Investors should be prudent and reduce risk given that central banks will likely turn dovish soon.
China surpasses Europe for global money market assets
China now accounts for about 18% of global money market funds (MMF) assets, according to Fitch Ratings (Fitch), with reforms aiming to bring it more in line with international standards.
UOBAM launches ESG fund for Malaysian retail investors
The fund provides access to companies in Europe, Australasia and Far East.
Morgan Stanley supports value rotation
Growth and US equities are most exposed to rising yields, argues the investment manager.
JPMAM makes case for income stocks
Corporate earnings are recovering, and earnings and dividends growth are highly correlated, according to JP Morgan Asset Management (JPMAM).
Asian managers hope for European investors
European investor demand for Asia-focused equity and fixed income strategies may not translate into inflows for Asia-based managers.
