JP Morgan Asset Management’s chief market strategist for Apac Tai Hui flags slowing capital expenditure as a potential indicator of a recession.
Tag: Recession
BlackRock: Prolonged policy uncertainty is biggest risk to US growth
Current data doesn’t suggest a recession in the US, but BlackRock warns that prolonged uncertainty poses a big risk.
Lombard Odier’s Asia CIO: We don’t see any imminent recession
Markets are seeing a mid-cycle slowdown rather than a full blown recession, according to John Woods, Lombard Odier chief investment officer, Asia.
Barings: Issuer limits creating opportunities in IG credit
Barings portfolio manager Stephen Ehrenberg shares where the firm is seeing opportunities in credit.
HSBC AM’s head of multi asset sees market volatility looming
Although recession will be avoided, economies are headed for a bumpy landing, according to Yigit Onat, head of multi-asset, Asia.
DNCA: Long term rates should be higher
DNCA deputy chief investment officer François Collet explains why he thinks risk is not being accurately priced.
US equity market outperformance is set to reverse – Charles Schwab’s Kleintop
The conditions are ripe for US stocks to finally underperform their peers, says Charles Schwab’s chief investment strategist.
BNY Mellon IM: All scenarios bode well for bonds
Even if rate cuts don’t materialize, corporate bond returns still look attractive in 2024 according to BNY Mellon’s Insight Investment Management.
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.
T Rowe Price: Don’t be a hero and take large bets into 2024
The asset manager cautions investors against taking substantial positions going into the uncertain market conditions of 2024.
