Robeco expands retail offering in Singapore
The five strategies cover quants, high income, energy and Apac equities.
Asset managers
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Artemis’s Snowden: Should bond investors avoid the hyperscalers?
Head of fixed income explains why he prefers a software provider and data centre company.
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Nuveen: Real estate has reached a turning point
Global real estate values have reset and income-led returns mean the investment window is still open, according to Nuveen’s real estate team.
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Goehring & Rozencwajg’s Adam Rozencwaig: ‘Just wait’ for the oil crisis
the outlook for oil and the benefits of investing in natural resources.
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AB: Stock/bond mix may not be enough for income investors
Stickier inflation and changing asset correlations mean income investors need to diversify their sources of yield without sacrificing exposure to long-term growth, say Karen Watkin and Fahd Malik.
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AI boom enters new phase as investors turn more selective
Investors are looking beyond the initial winners of the artificial intelligence (AI) story.
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Schroders sees healthcare as antidote to tech-heavy portfolios
Discounted valuations, improving policy clarity and demographic tailwinds are strengthening the case for healthcare as investors look to diversify away from ever-concentrated technology exposure, according to Yashica Reddy.
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Equity overweight surges to highest level since 2021 in BofA survey
Investors have continued to push positions in tech stocks, emerging markets and North America, while cash hits a new low.
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Janus Henderson: UK equities have overlooked income and growth potential
The UK equity market’s low valuations, global exposure and company-specific opportunities offer potential upside, according to portfolio manager Laura Foll.
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Pimco: Credit investors can find yield without sacrificing liquidity
Active selection and global diversification can help investors capture attractive credit yields while maintaining quality and flexibility as AI-related issuance reshapes markets, says Sonali Pier.
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Beyond AI: Three overlooked Asian stocks demonstrating long-term growth
The region’s success is based on more than AI and semiconductors.
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Fidelity finds value in overlooked China, Indonesia small caps
Investors should look beyond fashionable sectors as narrow market leadership leaves quality businesses trading at deeply discounted valuations, says Nitin Bajaj.
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Standard Chartered’s Mischa Bitton: Private equity secondaries provide a pool of opportunities
However, there needs to be greater alignment between product design and investor outcomes, Mischa Bitton, head, alternative investments, wealth solutions, Standard Chartered tells FSA.
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BlackRock: Government bonds provide less ballast but more income
AI investments, supply shocks and heavy government borrowing are accelerating a repricing of long-term rates, according to BlackRock’s Investment Institute.
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Investors ‘frustrated’ with Korea’s wild volatility
Asset managers argue fundamentals have not changed despite the violent sell-off in South Korean equities.
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Eastspring: Asian equities set to outperform US equities
Superior earnings growth will support Asian equities in the second half of this and into 2027, say Eastspring strategists.
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BlackRock’s Stephen Gough: Fixed income is in a ‘golden age’
Asian bonds offer attractive yields, diversification and robust credit fundamentals, BlackRock’s Stephen Gough tells FSA.