Manulife’s global chief economist sees a larger rate cut from the US Fed, but later than the market expects.
Tag: US Federal Reserve
Asset managers upbeat on emerging markets debt
SSGA, Janus Henderson and GAM say the asset class should benefit from the Fed cutting rates.
Invesco favours emerging market equities in 2024
The US-headquartered investment manager is also expecting a bumpier landing than markets are currently forecasting.
UBS GWM backs quality bonds and tech stocks in 2024
UBS Global Wealth Management predicts both equities and bonds to generate positive returns next year under its base case.
The Fed is done – AllianzGI
AllianzGI’s Franck Dixmier told FSA why he thinks interest rates have likely peaked and now is the time for US bonds.
Private real estate to smoothen multi-asset portfolios
Nuveen highlights the role of this asset class to deliver attractive yields as well as diversification amid market turmoil.
Central banks will tip economy into global recession – Ninety One
A hard landing is looking to be more likely than a soft landing, according to Ninety One’s head of multi-asset income John Stopford.
BlackRock says 10-year Treasuries could go higher
The BlackRock Investment Institute said long-term US Treasuries don’t look attractive yet.
Central banks catch their breath: Will biotech shine again as rates stop rising?
Rate hikes tend to be bad news for ‘jam tomorrow’ sectors but the cycle is ending.
Inverted yield curve muddies recession outlook
But equity investors should not be running for cover yet, according to optimistic asset managers.