Fidelity International backs US equities and investment grade bonds and believes China and Japan offer value.
An integrated approach to portfolio construction can benefit from differences in public and private capital market characteristics, says GSAM in its 2024 outlook.
Governance issues are being overlooked relative to the rising focus on sustainability issues.
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The asset manager thinks that businesses in the US are more equipped to withstand the tough macro environment.
All sectors suffered at least double-digit losses in 2022 with only two exceptions.
Majority of Hong Kong investors are interested in investing in today’s megatrends, Allianz Global Investors found.
Chinese equities look poised to benefit from an economic rebound in the coming months, especially in sectors linked to electrification and technology, according to Eastspring Investments.
Investors betting central banks may be more reluctant to rise rates as economic growth weakens.
Competition among asset managers to cut the total fees of exchange-traded funds is “intensifying”.