The Singaporean investment manager’s strongest convictions are towards US equities and government bonds.
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The Singaporean investment manager’s strongest convictions are towards US equities and government bonds.
Cohen & Steers’ Michelle Butler outlines the three key reasons why allocating to listed infrastructure makes sense right now.
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.
The Hong Kong-based asset manager expects both Asian investment grade and high yield to remain attractive despite spread tightening.
Europe’s largest asset manager said that it expects equities will be range bound, while investors should also take advantage of structural steepening.
Henrietta Pacquement, head of the global fixed income team at Allspring Global Investments, explains why diversifying across geographies now makes sense.
The asset manager tilts more risk-on, favouring euro area high yield credit and emerging market debt.
Manulife’s global chief economist sees a larger rate cut from the US Fed, but later than the market expects.
SSGA, Janus Henderson and GAM say the asset class should benefit from the Fed cutting rates.
The US-headquartered investment manager is also expecting a bumpier landing than markets are currently forecasting.
Part of the Mark Allen Group.