Trump’s attacks make it harder for the Fed chair to steer the economy through the storm.
Tag: Interest Rates
Janus Henderson: The 60/40 portfolio is tried and tested
Alexis Lavergne, fixed income investment specialist at Janus Henderson, argues that an active 60/40 portfolio can help clients stay invested during times of market stress.
Goldman Sachs: Gold to hit $3000 by 2025 year end
Central bank buying and falling interest rates will drive gold prices higher, according to Goldman Sachs.
How to invest in an interest rate falling world
Many of the areas that have come under pressure as rates have risen may start to revive.
Janus Henderson: Only a matter of time before biotech outperforms
The asset manager’s biotech portfolio managers see a strong setup for biotech stocks in the coming quarters.
Gold funds surge as prices breach all-time highs
FSA looks at how gold funds available for distribution in Hong Kong and Singapore are performing as gold prices rally past all-time highs.
PGIM’s Tipp: rate cuts will be slower than expected
Higher rates for longer bodes well for long term bond returns, says the chief investment strategist at PGIM Fixed Income.
AllianzGI Global CIO Equity is bullish on China
AllianzGI Global CIO Equity Virginie Maisonneuve says investors who shun China are missing a potential rebound.
KBI: “There has been an explosion of interest in sustainable strategies”
KBI Global Investors’ Jean Ryan said she has observed an “institutionalisation” of sustainable investing in recent years.
Janus Henderson’s Gibson: Real estate is at an inflection point
“If rates rising are bad for listed property, then the opposite must also hold true.”
