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.
Tag: Inflation
The FSA Spy market buzz – 19 January 2024
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.
Amundi’s head of global macro: ‘A soft landing is not a safe landing’
Although markets believe a soft landing is now in sight, what does that mean for the ‘last mile’ for inflation conquest?
T Rowe Price: Don’t be a hero and take large bets into 2024
The asset manager cautions investors against taking substantial positions going into the uncertain market conditions of 2024.
Amundi CIO warns market is unprepared for further inflation
Amundi’s chief investment officer Vincent Mortier said markets are overlooking any bad surprises on inflation data.
The Fed is done – AllianzGI
AllianzGI’s Franck Dixmier told FSA why he thinks interest rates have likely peaked and now is the time for US bonds.
How and where to invest over the next five years
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.
Schroders sees upside for risk assets despite slowdown
Equities and credit may perform better in today’s macro and market environment than during equivalent slowdowns in the past.
Why EM central banks could diverge from Fed
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Chris Kushlis at T Rowe Price, discusses the impact of monetary policy in emerging markets.
Central banks will tip economy into global recession – Ninety One
A hard landing is looking to be more likely than a soft landing, according to Ninety One’s head of multi-asset income John Stopford.
