Lauren Hardy gauges the lie of the land across the investment universe as we embark on a new year.
Tag: Outlook
Janus Henderson sees good news ahead for active investors
There is more to equities than the Magnificent 7, argues the asset manager.
Vanguard: higher rates are the ‘single best economic development’ in 20 years
The asset management giant says a return to ‘sound money’ will bode well for bond investors.
Deutsche Bank PB says Asia is the global growth engine
The private bank’s chief investment office (CIO) identifies 12 key themes for 2024.
Robeco warns that “Goldilocks” era is ending
Decreased consumer spending and reduced corporate investment will likely reflect a deepening slowdown of the G7 business cycle, according to the Dutch asset manager.
UBS AM banks on economic recovery
In a low yield environment, investors are advised to look at alternative sources of income, according to UBS Asset Management.
Asia, Europe equities top fund selector choice
Fund selectors in Hong Kong, Singapore and Bangkok aim to increase Asian and European equity exposure and trim US stocks, according to Fund Selector Asset Class Research data.
Standard Chartered advises caution on stocks
Stock markets might face an “A-shape” retreat in the second quarter of this year after a sharp rebound earlier, Standard Chartered said.
Mercer finds no strong calls this year
No asset class or geography particularly stands out, but Asian fixed income is “the least worst place to be” in that asset class, said Garry Hawker, a partner with Mercer in Singapore.
BlackRock what to watch out for
An optimistic consensus about US-driven growth in 2015 seems to have formed across the industry, prompting BlackRock’s strategy guru to cite key potential risks in that picture.
