Adding long-duration in the expectation of rate cuts won’t work if neutral is higher than markets expect, portfolio manager Ken Orchard warns.
Any near-term volatility in Japanese stocks is an accumulation opportunity, says the Swiss Private Bank Julius Baer.
Policy support will be critical to help the country transition towards its ambitions of ‘new economy’ driven growth, according to some asset managers.
The asset manager’s investment institute prefers Mexico and India, but remains cautious on China.
Investors should use real yields as a guide for allocating into fixed income as central banks diverge on rate cuts.
Pictet Asset Management expects rate volatility to continue in the bond market, providing ample opportunity for investors to enter.
The French asset manager expects to see home prices continue to decline in China.
To avoid getting caught up in a potential bubble, Wellington Management’s Brian Barbetta said investors ought to look beyond hardware companies to capitalise on AI.
Investors beat a constant retreat from beleaguered China stocks as they await reassurance from Beijing.
As the race to develop AI heats up, the US tech giants are becoming important strategic bulwarks for the world’s largest economy.