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.
![](https://s34456.pcdn.co/wp-content/uploads/2024/05/Cheng_Eddie_Color_300dpi_-640x360.jpg.optimal.jpg)
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.
DNCA deputy chief investment officer François Collet explains why he thinks risk is not being accurately priced.
The asset manager tilts more risk-on, favouring euro area high yield credit and emerging market debt.
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.
Part of the Mark Allen Group.