M&G hires global head of impact for private markets
Jen Braswell joins M&G from EQT.
Inflation
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Pictet AM’s Wigley: Investors yet to recognise infrastructure’s growth inflection
Infrastructure equities are seeing a growth inflection not yet recognised by the market, according to James Wigley, portfolio manager at Pictet Asset Management.
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Capital Group favours high yield and sees solid economic growth driven by AI
Tight credit spreads are not a concern, according to Capital Group fixed income portfolio manager Damien McCann.
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BlackRock warns sticky inflation constrains central banks
The BlackRock Investment Institute is reiterating an overweight call on US and EM equities despite the inflationary pressures from the Middle East conflict.
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DNCA CIO: Global fiscal deficit fears are overdone
François Collet, chief investment officer of DNCA, argues there’s value in certain government bonds.
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Allspring’s Noah Wise: Growth and inflation are not priced in
Now is the time to move up in quality and dial back risk in bond markets, according to Noah Wise, senior portfolio manager at Allspring.
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Allspring flags 3 major risks to markets
An inflation spike, a global recession and trade nationalism are three risks to watch, according to Allspring.
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JP Morgan: Central bank buying will drive gold to all-time highs
J.P. Morgan strategists expect gold prices to move towards $3000 per ounce in 2025.
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Robeco: Central banks may be underestimating inflation risks
The Dutch asset manager warns in its 2025 outlook that overly aggressive easing could accelerate inflation next year.
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Amundi’s head of global macro flags ‘innocent bystanders’ in potential US tariffs
An underappreciated risk to growth is the potential escalation of a trade war, depending on global reactions to US tariffs, warns Amundi’s Mahmood Pradhan.
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Eastspring cautious on global equities, favours gold
The Singaporean investment manager has shifted from overweight to neutral on global equities as it expects volatility in the fourth quarter.
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More market tremors loom ahead: Muzinich & Co founder
Recent market volatility could be a precursor to more sell-offs in the near term, according to Muzinich & Co founder George Muzinich.
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Allspring: Real returns matter more in a higher for longer environment
Allspring portfolio manager Eddie Cheng argues that equities are the best way to protect long-term purchasing power in a higher interest rate and inflation regime.
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DNCA: Long term rates should be higher
DNCA deputy chief investment officer François Collet explains why he thinks risk is not being accurately priced.
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BlackRock: Take more risk in credit
The asset manager tilts more risk-on, favouring euro area high yield credit and emerging market debt.
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T. Rowe Price: Why wouldn’t you add short duration?
Adding long-duration in the expectation of rate cuts won’t work if neutral is higher than markets expect, portfolio manager Ken Orchard warns.
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Amundi: add duration, but not at any cost
Investors should use real yields as a guide for allocating into fixed income as central banks diverge on rate cuts.