The asset management giant says a return to ‘sound money’ will bode well for bond investors.
Tag: Interest Rates
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?
Don’t bet on a soft landing: Ninety One’s Stopford
Ninety One’s head of multi-asset income John Stopford says that the supporting factors that prevented a recession are fading.
J.P. Morgan AM: The window is closing to buy long duration
The asset manager’s Apac chief market strategist says it is time for investors ‘to get back on the road’ to buy longer duration bonds and stocks.
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.
Investors target income, diversification to beat cash
AXA Investment Managers believes today’s higher-for-longer interest rate environment calls for a patient and targeted approach.
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.
BlackRock says 10-year Treasuries could go higher
The BlackRock Investment Institute said long-term US Treasuries don’t look attractive yet.
The FSA Spy market buzz – 9 September 2022
The death of The Queen, Asset managers join the mourning, Franklin Templeton’s Metaverse, Crypto investments out of spotlight, The futurists, ECB’s woes, Property crash and much more.