AllianzGI’s Franck Dixmier told FSA why he thinks interest rates have likely peaked and now is the time for US bonds.
Tag: Recession
Barings’ Horne: This is the most talked about recession that hasn’t arrived
Barings’ head of public assets tells FSA why he likes high yield bonds right now despite the risk of an upcoming recession.
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.
Investors see silver lining from recession-led reset
A recession in Europe and the US should provide a boost for risk assets, according to Allianz Global Investors.
Schroders favours Chinese and Hong Kong equities amid 2023 recession
Equities are poised to rebound next year amid recession fears, said the British asset manager.
abrdn plots cautious path for portfolios
With recession looming across major economies, abrdn believes investors should heed calls for caution when making their allocations.
Investors to strike more balance to mitigate recession
In trying to navigate uncertainty over both inflation and growth, Schroders believes a diversified portfolio is the best approach for the coming months.
Tapping into renewed value in bonds
Investors like Pimco which believe central banks will ultimately get control of inflation in the coming years are starting to get paid more.
Neuberger Berman is cautious on equities
But if earnings hold up and a recession is avoided, a substantial decline in equity markets ‘remains unlikely’.
Schroders multi-asset fund goes on defensive
The chance of a US recession is rising, so multi-asset funds should aim to minimise losses rather than maximise returns, according to Schroders head of fixed income and multi-asset, Australia.
