Bullish investors turning away from ‘overvalued’ bonds

Fund Managers

Joe Marsh

Oct 17, 2017

Global risk appetite is growing, according to the Bank of America Merrill Lynch fund manager survey. Cash levels are down, while equity allocations and growth expectations are up.

Stock prices rising, bond prices to fall?

The signs point to swelling investor optimism in this month’s Bank of America Merrill Lynch BAML monthly fund manager survey.

Equity exposure is up month-on-month,...

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Alternatives

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Joe Marsh

US firm Ares Management has poached UBS Asset Management’s Greater China institutional client head, sparking a reshuffle at the Swiss fund house.

Asset Owners

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Indira Vergis

South Asia looks set to hog the China-backed infrastructure development bank's investments for the next few years as the institution keeps its focus on long-term growth potential.

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Staff Writers

AsianInvestor presents a set of financial and economic predictions for the Year of the Pig. Here we look at which mainstream and alternative assets offer the best risk-adjusted returns.

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Staff Reporters

AsianInvestor presents a set of financial and economic predictions for the Year of the Pig. Today, we explain why a sustained US-China trade armistice won't happen any time soon.

Bullish investors turning away from ‘overvalued’ bonds

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