Nvidia signs MoU with Apollo, Blackstone, BlackRock and others for $500bn infrastructure financing
The world’s largest asset managers will raise $500bn in third-party capital to build “AI factories”.
Asset managers
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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.
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AI trade entering more selective phase, says Man Group portfolio manager
Investors are beginning to distinguish between winners and losers across the technology sector, according to Man Group’s Sumant Wahi.
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Gold beyond the cyclical narrative – Schroders
The case for gold is structural not cyclical, according to James Luke, lead manager of the Schroders Global Gold fund.
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Pictet AM’s Wigley: Investors yet to recognise infrastructure’s growth inflection
Infrastructure equities are seeing a growth inflection not yet recognised by the market, according to James Wigley, portfolio manager at Pictet Asset Management.
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BlackRock’s Wei Li: We are still early in AI supercycle
Artificial Intelligence is helping drive an unprecedented breakout in US GDP growth and “extraordinary” earnings growth, according to BlackRock’s global chief investment strategist.
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Aberdeen’s MyFolio range increases allocations to infrastructure, real estate and short-dated bonds
Structural drivers underpin demand in global infrastructure and real estate, as equity return assumptions move lower, said Aberdeen Investments.
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MSIM: Asia sits at the core of the token economy
Asia is at the meeting point of capital, compute, talent, and algorithms, and where every token the world consumes ultimately has to be made, says Morgan Stanley Investment Management’s Jitania Kandhari.
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JPMAM takes pro-risk tilt in multi-asset portfolios
Earnings momentum should support markets, says JP Morgan Asset Management’s Sylvia Sheng.
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TRP: Emerging market equity set up is compelling
There is a disconnect between fundamentals and valuations in emerging market equities, according to T. Rowe Price’s Agnes Ng.
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Fidelity International: Beware of shifting equity bond correlations
Investors should prepare for more bouts of positively correlated equity and bond moves, according to Matthew Quaife, global head of multi asset investment management at Fidelity International.
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Sovereign wealth funds re-think diversification and portfolio resilience: Study
Portfolio resilience is now central to sovereign wealth funds’ portfolios, according to an Invesco survey.
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Healthcare strategies draw tentative interest amid tech rally
Healthcare’s defensive qualities and non-discretionary demand make it more relevant than ever, according to asset managers.