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, […]

Is it time for an unconstrained strategy?

“There has been a big increase in demand for unconstrained investing strategies. A lot of investors are concerned about the sell-off in emerging markets in case the US Federal Reserve hikes rates,” Stitt said, in an interview with Fund Selector Asia. “They are still drawing parallels from the taper tantrum. A lot of clients are, therefore, […]

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