The Swiss private bank also explained why it reduced its fixed income-income weighting in its latest investment strategy update.
Tag: European Central Bank
JPMAM: Alternatives offer ‘compelling’ opportunity
JP Morgan Asset Management identified transportation, US real estate and secondaries as its areas of highest conviction.
Eastspring’s top pick for the third quarter remains US equities
The Singaporean investment manager’s strongest convictions are towards US equities and government bonds.
Goldman Sachs AM: The AI boom will broaden out from the M7
The US investment manager explains why it expects to see the AI boom begin to impact securities other than the Magnificent Seven during the second half.
Will a rate cut reignite Europe’s markets?
The benefits from a rate cut may be marginal given the region’s increasingly fragile political situation.
Capital Group moves overweight European bonds
Damir Bettini, portfolio manager at Capital Group, explains why he favours European investment grade bonds at the moment.
Allspring: ‘the US is detaching itself from the rest of the world’
Henrietta Pacquement, head of the global fixed income team at Allspring Global Investments, explains why diversifying across geographies now makes sense.
Why European stocks could benefit most from revived risk appetite
Investors may be underestimating the potential fillip to the global economy from future rate cuts and the impact this will have on Europe.
The trials and tribulations of investing in European equities
Will a rate hike pause from the ECB be enough to improve European stock market performance?
Longer duration bonds to see renewed demand
Allianz Global Investors sees opportunities emerging in government bonds as tightening cycles mature.
