AllianzGI said in its fourth-quarter outlook that investors should not expect the M7 to continue to drive performance.
Tag: US Federal Reserve
Fed rate cut: ‘An appropriate move given how far they are from their likely destination’
The markets largely shrugged off the decision by the US Federal Reserve to cut its benchmark interest rate yesterday by 50bp.
Were markets too complacent about a soft landing scenario?
Investors became concerned that the US Federal Reserve made a policy error.
Eastspring’s top pick for the third quarter remains US equities
The Singaporean investment manager’s strongest convictions are towards US equities and government bonds.
Cohen & Steers: Three reasons to allocate to listed infrastructure
Cohen & Steers’ Michelle Butler outlines the three key reasons why allocating to listed infrastructure makes sense right now.
Goldman Sachs AM: The AI boom will broaden out from the M7
The US investment manager explains why it expects to see the AI boom begin to impact securities other than the Magnificent Seven during the second half.
Value Partners constructive on both Asian IG and HY
The Hong Kong-based asset manager expects both Asian investment grade and high yield to remain attractive despite spread tightening.
Amundi favours high-quality equities and duration
Europe’s largest asset manager said that it expects equities will be range bound, while investors should also take advantage of structural steepening.
Allspring: ‘the US is detaching itself from the rest of the world’
Henrietta Pacquement, head of the global fixed income team at Allspring Global Investments, explains why diversifying across geographies now makes sense.
BlackRock: Take more risk in credit
The asset manager tilts more risk-on, favouring euro area high yield credit and emerging market debt.
