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.
Tag: Inflation
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.
This major macroeconomic factor is being overlooked – PGIM
This overlooked macroeconomic factor poses an underappreciated risk to investors going forward, according to PGIM’s head of thematic research Shehriyar Antia.
Invesco favours contrarian view on Asia, emerging markets
Asia and emerging markets are fertile hunting grounds to capture opportunities before others do.
Schroders identifies major sustainability trends for 2023
Current macroeconomic trends buttress the drive towards sustainability.
Hong Kong investors look to change investment strategies
Nine out of ten investors in Hong Kong said they intend to make changes to their investment strategies, according to a study by Schroders.
Credit Suisse underweights equity
Investors should be prudent and reduce risk given that central banks will likely turn dovish soon.
What did Q2 earnings season tell us about the economy?
Sceptics warn better-than-expected numbers do not reflect inflationary pressures.
