Asset owners have been taking note and diverting their portfolios to products with higher yields.
Tag : fixed income
The insurer believes the Chinese market is bottoming out. It will also continue to add exposure to high-dividend stocks, which contributed to its positive return last year.
In partnership with Nuveen
The rest of this year should produce a dynamic market environment that will offer alternative credit investors many opportunities to access attractive returns while improving overall diversification levels, according to new research from Nuveen.
The insurer is assessing an active Chinese equity mandate to capture alpha return by selecting sectors, industries, and companies.
In partnership with PineBridge Investments
Strong credit fundamentals across Asia are expected to continue to bode well in 2024 but selectivity remains key. PineBridge’s co-heads of Asia ex Japan fixed income, Omar Slim and Andy Suen, share their convictions for Asia investment grade and high yield this year.
In partnership with M&G Investments
As we enter 2024, financial markets are at a major crossroads. With inflation coming down and central banks’ rate hikes on hold, the big question for investors is: what happens next? With views ranging from a ‘soft landing’ to recession, and from ‘higher for longer’ interest rates to rate cuts, the path ahead is uncertain.
There are cautiously optimistic expectations that inflation will decline and the Fed's rate hike cycle has peaked. That opens up opportunities for emerging market bonds to shine, according to some investment managers.
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Higher interest rates make cash more attractive for risk-averse asset owners, but fund managers argue other assets may merit consideration.
Strategic gains to be made from the current interest rate environment as well as duration matching benefits, investment heads say.
China Life Overseas and Manulife Asia will stick to pivoting portfolios towards fixed income assets into 2024 in preparation for a high-rate environment and evolving insurance rules.
The French asset manager ends local portfolio management activities in Hong Kong and shifts to managing emerging market portfolios from Paris and London.
In partnership with S&P Dow Jones Indices
AsianInvestor 와 S&P 다우존스지수(S&P DJI)의 최신 설문조사에 따르면 2023 년 남은
기간 동안 변동성과 불확실성에 대처하기 위해 자산 소유업체와 운용사가 가장 우선시해야
할 것은 우량성과 유동성이 높은 유동성 자산을 목표로 하는 동시에 민첩하게 대응하는
멀티에셋 접근법입니다.
