Schroders: US equities continue to show potential
Gold and energy are defensive plays, says the investment manager.
Lombard Odier PB expects an emerging markets revival
EM assets are among 10 of the private bank’s 2026 investment convictions.
Resilience and diversification drive demand for under-the-radar CLOs
PGIM’s Edwin Wilches makes the case for collateralised loan obligations.
AI debt issuance is ‘transforming’ the corporate bond market
The likes of Amazon and Meta are tapping bond markets to fund AI spend, reshaping index compositions.
FSSA IM team taking over Stewart Investor funds have similar approach: Morningstar
While both Stewart Investors (SI) and FSSA Investment Managers (FSSA) have an emphasis on quality, the latter are more “valuation cautious”, says Morningstar’s Claire Liang,
FundCalibre: To buy and hold or to trade, that is the question
Investors have had to look beyond the obvious this year, writes FundCalibre’s Darius McDermott
Janus Henderson Investors: Should we take big risks in the current environment?
Geopolitics, demographics, and the cost of capital will drive markets in 2026, according to Janus Henderson Investors’ Matthew Bullock.
JPMAM recommends resilient balanced portfolios
Alts will enhance portfolio diversification, according to JP Morgan Asset Management’s long-term projections.
Colchester: Sovereign bonds provide defensive features
Claudia Gollmeier, head of investment management, APAC & MEA & managing director, Singapore at Colchester Global Investors, explains how the firm focuses on real yields and FX returns.
UBS AM backs China equities
UBS AM is also positive on Asia tech and high yield bonds, senior managers told a roundtable.
