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Markets
Buy commodities, avoid long-tenor EM bonds: HSBC
Inflation is not properly priced-in in some emerging markets, argues the global head of macro and investment strategy at HSBC Global Asset Management.
By Joe Marsh | 1 August 2011
Markets
US default worries are a ‘cry wolf’ situation: MFS
A last-minute agreement on the US debt ceiling will be reached, says Jeffrey Morrison of MFS Investment Management, who sees emerging-market rate tightening as a greater concern.
By Joe Marsh | 12 July 2011
Markets
US consensus strong behind 2011 asset allocation picks
Letter from America: Why 2011 is going to be about equities, particularly US blue-chips.
By Jame DiBiasio | 22 December 2010
Asset Owners
US pension market will dominate next decade: Allianz
Despite strong growth projections for retirement assets in emerging Asia, most fund managers will focus on the vast US market between now and 2020.
By Alex Frew McMillan | 21 September 2010
Outlooks
Asset managers sound warning note on US stocks
Aberdeen Asset Management and Janus Capital express caution over the outlook for the US market, with the high level of unemployment a major area of concern.
By Joe Marsh | 9 August 2010
Outlooks
Fund managers cut allocations to Japan and US
Emerging markets are the preferred investment destination, despite low optimism about Chinese and global economic growth, according to Bank of America Merrill Lynch's July ...
By Joe Marsh | 16 July 2010
Outlooks
US small caps still worth considering, says Janus
American small- and mid-cap stocks can potentially offer emerging market-level returns and more US-focused exposure than large caps, says Nick Thompson of Janus Capital.
By Joseph Marsh | 19 April 2010
Outlooks
US states will struggle to cover costs this year, says ClearBridge
In the US equity market, Scott Glasser of ClearBridge Advisors recommends increasing exposure to pharmaceuticals and cutting allocations to the energy sector, among other things.
By Joseph Marsh | 1 April 2010
Alternatives
China wouldn't survive a US double-dip recession, says Permal chairman
Isaac Souede, chairman of $20 billion fund of hedge funds Permal, says China does not respect the euro and that an American double-dip recession would spark protectionism in ...
By Simon Osborne | 23 February 2010
Markets
US deflation would spark further stimulus, says Research Affiliates
And deflation would reduce the value of inflation-linked assets, making them an attractive play, says the firm's chairman, Robert Arnott. But he's more concerned about ...
By Joseph Marsh | 11 January 2010
Markets
US Treasuries likely to burn investors, warns Loomis Sayles
Portfolio manager Kenneth Buntrock believes credit is still the best place to be in US fixed income.
By Jame DiBiasio | 4 January 2010
Markets
Equities will outperform bonds, says MFS boss
Robert Manning, chief executive and chief investment officer at MFS Investment Management, is betting that high-quality stocks will provide the best long-term returns.
By Jame DiBiasio | 17 December 2009
Outlooks
Legg Mason manager sees start of US cyclical bull market
Mary Chris Gay, a portfolio manager at Legg Mason Capital Management, believes the recovery in corporate earnings could surprise investors on the upside.
By Rita Raagas De Ramos | 14 September 2009
Outlooks
US market ahead of underlying fundamentals
ClearBridge's Scott Glasser says there are serious doubts as to what will stimulate end demand in the next three to six months.
By Rita Raagas De Ramos | 7 September 2009
Markets
US fund managers opting for riskier assets
Russell Investments' quarterly survey shows US fund managers turning to more aggressive strategies and moving away from defensive plays.
By Rita Raagas De Ramos | 26 June 2009
Alternatives
Yankee class warfare could help Asia’s hedge fund industry
A proposed new tax on fund managers located in the US looks like commercial suicide, and may encourage managers to set sail to the Orient.
By Simon Osborne | 3 June 2009
Markets
US bond managers warm to high yield
Spreads have rallied over the past two months, but some portfolio managers report investors have a growing appetite for risk.
By Jame DiBiasio | 19 May 2009
Outlooks
Downside in markets always worse than predicted
Most fund managers failed to act or insulate their portfolios, believing they understood the downside, according to ClearBridge's Harry Cohen and Scott Glasser.
By Rita Raagas De Ramos | 27 February 2009
Commentary
Implications of Barack Obama’s election victory
The election of Barack Obama as the next president will radically improve the way the rest of the world sees and interacts with the US, says AMP Capital Investors’ Shane Oliver.
By Shane Oliver | 6 November 2008
Markets
US small caps may surprise investors in the long run
Royce & Associates notes that uncovering opportunity in poor market conditions is one of the most effective ways to build strong absolute long-term performance.
By Rita Raagas De Ramos | 4 November 2008
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aberdeen asia asian bond bonds china clearbridge credit emerging markets epfr equities europe fund hedge hsbc janus janus capital japan manager managers mfs official russell investments scott glasser securities small caps souede legg sovereign wealth funds specialist specialists stanley state stimulus stp street surge survey targets tax tightening transportation unemployment us credit us equities us fixed income us treasuries visiting warm watches yield
MOST READ
Polls
What will be your favoured currency in Year of the Dragon?
   |   View results
US dollar
  30%
 
Japanese yen
  3%
 
Aussie dollar
  12%
 
Singapore dollar
  21%
 
Chinese renminbi
  22%
 
None of the above; gold
  12%
TOTAL VOTES: 166

 
View previous polls »
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