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.
Tag: tariffs
JPMAM expects profit downgrades in crucial earnings season
JP Morgan Asset Management’s chief market strategist for Apac Tai Hui flags slowing capital expenditure as a potential indicator of a recession.
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.
HSBC GPB&W: Build diversified multi-asset portfolios
The best strategy to mitigate global trade risks is to create well diversified multi-asset portfolios, suggests HSBC GPB&W CIO Cheuk Wan Fan.
SJP’s Justin Onuekwusi: Why now is the time to revisit portfolio resilience
The CIO recommends a greater focus on defensive areas and diversified opportunities outside the US.
Morningstar CIO: With tariffs shaking markets, what do investors need to consider?
In panicked markets, the best approach may be a little boring, writes Morningstar CIO Dan Kemp.
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.
UBS GWM: Gold, quality bonds and hedge funds
There are ways to mitigate portfolio volatility, says UBS Global Wealth Managment CIO.
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.
BNP Paribas WM sticks with equity overweight
There will be more rate cuts outside of the US which should support financial assets, according to the firm’s Asia CIO.
