Morningstar: Higher starting yields give fixed income investors more cushion
A Morningstar report says the recent volatility in the bond market has created “one of the most compelling opportunities in years”.
Industry trends
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Morningstar: Higher starting yields give fixed income investors more cushion
A Morningstar report says the recent volatility in the bond market has created “one of the most compelling opportunities in years”.
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5 healthcare funds outpacing the S&P 500 in 2026
FSA highlights 5 healthcare exchange-traded-funds that are outpacing the S&P 500 index year-to-date.
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Private markets allocations set to grow among insurers: BlackRock survey
Global insurers plan to up their allocations to private markets, according to a BlackRock survey.
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Robeco still sees upside in Korean equities
Robeco’s value manager Wim-Hein Pals took profits in tech when the market “was going ballistic”.
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Geopolitical diversification top of mind for wealthy investors: Julius Baer survey
Building portfolios resilient to shocks is a top priority for wealthy investors surveyed in Julius Baer’s latest Family Barometer Report.
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Sustainable investing and attractive valuations need not be at odds
Schroders is calling for investors to look beyond dominant market themes to identify businesses whose long-term prospects may not be adequately reflected in their share prices.
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AllianceBernstein: AI disruption, rising rates challenge equity diversification
Investors may need to look beyond traditional portfolio strategies as artificial intelligence (AI) reshapes market correlations and higher rates increase the importance of cash flow, says Nelson Yu.
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Templeton: Global income strategies to tackle equity concentration risks
Combining dividend-paying equities, sovereign bonds and structured products can help generate resilient income while reducing portfolio concentration risks, believes Templeton Global Investments.
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Allspring: An investor’s guide to the AI infrastructure stack
The AI investment story is broadening, creating opportunities beyond the biggest names in tech.
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Orbis’s Perrone: We are ‘not tempted’ by long-dated bond yields
Expresses preference for shorter-term or inflation-linked bonds.
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BlackRock cuts US stocks to neutral, upgrades Treasuries
Higher yields and “potentially excessive” Fed tightening expectations have prompted the BlackRock Investment Institute to unwind its long-held US Treasury underweight.
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Fidelity sees further upside in Japanese banks as rates rise
The shift towards higher interest rates is creating opportunities for selective exposure to financial stocks, says Min Zeng.
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Four in five asset managers believe market risk has increased
Liquidity and concentration concerns.
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Investment chiefs warn equities face higher bar amid rising bond yields
Equity earnings momentum needs to offset rising bond yields, according to multiple chief investment officers (CIOs).
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State Street: Investors are warming up to Japanese bonds
Investors are starting to close their underweights to the long neglected asset class, according to State Street’s Masahiko Loo.
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Clearwater: 90% of fund managers to expand into alternatives
Macro and geopolitical volatility is causing managers to struggle to execute long term, according to the report.