Peter Bates, portfolio manager for the Global Select Equity Strategy at T. Rowe Price says investors should separate the economy from politics.
Tag: S&P 500
TT International: Correlations between assets have changed
Emerging market debt stands to benefit from investors looking to diversify out of traditional safe haven assets, according to Jean-Charles Sambor, head of emerging markets (EM) debt at TT International.
Janus Henderson: The 60/40 portfolio is tried and tested
Alexis Lavergne, fixed income investment specialist at Janus Henderson, argues that an active 60/40 portfolio can help clients stay invested during times of market stress.
5 outperforming funds since Trump’s tariff day
FSA highlights five funds that have delivered strong returns since US tariffs were announced on 2 April.
Utilities, K-pop and dividend funds resilient amid global market rout
FSA looks at which global strategies have held up relatively well during the tariff-induced market sell-off.
Wellington CEO: The single riskiest asset class could be the S&P 500 index
Asset management CEOs were also optimistic on China at the private wealth sessions during the HSBC Global Investment Summit.
Wellington partners with DBS to distribute US quality growth fund
The Wellington US Quality Growth Fund will be available to retail investors in Hong Kong.
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.
US equity sell-off hits top-performing growth funds
The top-performing US growth funds of last year have been hit the hardest amid the recent sell-off.
BlackRock upgrades European stocks to neutral
BlackRock’s Investment Institute sees a range of potential positive catalysts for European stocks.
