State Street Global Advisor’s (SSGA) Apac head of investment strategy has shifted positive on risk assets.
Tag: US Treasuries
PGIM’s Tipp: rate cuts will be slower than expected
Higher rates for longer bodes well for long term bond returns, says the chief investment strategist at PGIM Fixed Income.
JPMAM sticks to long bond ‘pain trade’
Investors now have a second chance to lock in higher yields, argues JPMAM’s Apac chief market strategist.
DNCA: Long term rates should be higher
DNCA deputy chief investment officer François Collet explains why he thinks risk is not being accurately priced.
Manulife: Asian fund distributors have been ‘fixated’ on two things
The firm is launching the Manulife Defined Return fund to address these two “fixations”.
Amundi: add duration, but not at any cost
Investors should use real yields as a guide for allocating into fixed income as central banks diverge on rate cuts.
Pictet AM: There is no rush to allocate to bonds
Pictet Asset Management expects rate volatility to continue in the bond market, providing ample opportunity for investors to enter.
Five bond fund giants up double digits in 2023
FSA highlights five bond funds over $5bn in size that posted double digit gains in 2023
J.P. Morgan AM: The window is closing to buy long duration
The asset manager’s Apac chief market strategist says it is time for investors ‘to get back on the road’ to buy longer duration bonds and stocks.
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.
