M&G is hiring, BlackRock’s new megatrend, ESG scrutiny is not holding up, Volcker’s wisdom is undiminished, The big asset manager short, Housing bubbles and much more.
Schroders on Thematics, M&G CIO steps down, DBS non-bank aspirations, Howard Marks on short term folly, Amundi Institute’s Central Bank Faith, Monopoly Money advertising and much more.
The sell-off in bonds in 2022 has created a compelling case to pick up certain assets at attractive prices, with wider spreads potentially cushioning further rate rises, according to M&G Investments.
Margin growth, capital reduction from higher dividends and buybacks, and accelerated M&A trends all bode well for shareholder returns, according to M&G.
Fidelity hires, Standard Chartered’s tough funds list, M&G’s Bond Vigilantes, The S&P 500 is flashing red, Hedged funds can perform, Margin calls in crypto, Thoughts on promotion and much more.
The UK asset manager also plans to expand its investment team in Asia Pacific.
The asset manager recommends hedging inflationary risk with the two asset classes.
The themes of last year will dominate 2021, but a narrow consensus view means investors should be cautious, according to the UK-based asset manager.
We present a short video that highlights the FSA Income Forum, held on February 23 at the Island Shangri-La Hotel.
We present a short video that highlights our last forum of the year, held at the Four Seasons Hotel in Hong Kong on 27 October.