Adding long-duration in the expectation of rate cuts won’t work if neutral is higher than markets expect, portfolio manager Ken Orchard warns.
Investors should use real yields as a guide for allocating into fixed income as central banks diverge on rate cuts.
Manulife’s global chief economist sees a larger rate cut from the US Fed, but later than the market expects.
Janus Henderson’s co-head of global property equities is pivoting away from trades that worked when rates and inflation were rising, into the trades that didn’t.
Aviva Investor’s data book, India’s versus China’s demographic timebomb, ETF supremacy becomes fact, BlackRock’s Davos home, Emerging markets optimism and much more.
Although markets believe a soft landing is now in sight, what does that mean for the ‘last mile’ for inflation conquest?
The asset manager cautions investors against taking substantial positions going into the uncertain market conditions of 2024.
Amundi’s chief investment officer Vincent Mortier said markets are overlooking any bad surprises on inflation data.
AllianzGI’s Franck Dixmier told FSA why he thinks interest rates have likely peaked and now is the time for US bonds.
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Luca Paolini at Pictet Asset Management gives a broad overview of the investment opportunities over the next five years.