A recession in Europe and the US should provide a boost for risk assets, according to Allianz Global Investors.
Tag: Recession
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.
JPMAM: Keep an open mind to recessionary slide
Though the firm does not expect a US recession over the next 12-18 months, Hui Tai, managing director and Asia chief investment strategist, recommends tweaking client portfolios now to adopt a more defensive position.
Asian fixed income stable in global context
The asset class has some insulation from global shocks due to the structure of the region’s two largest economies, said Eastspring Investments CIO of Asian fixed income Boon Peng Ooi.
BNY Mellon puts forward a provocative scenario
Don’t blindly accept the IMF’s “new mediocre” era of “low growth for a long time”. The synchronisation of rising economic growth in the US, China, Japan and India remains a plausible event, according to the bank’s research. BNY’s “G4 scenario” assumes that Japan’s average annual GDP growth is 2% for the remainder of the decade, […]
