Respondents to the monthly BoA Global Fund Manager Survey say that the pandemic is no longer their top tail-risk. It has been replaced by worries about rising prices.
The largest-ever turnout in a US presidential election has led Joe Biden to overthrow Donald Trump. Fund managers and other industry experts offer views on the investment implications.
Global managers believe the economy will improve, but are diversifying their stocks over rising concerns about tech values, said the latest BoA Merrill Global Fund Manager Survey.
Some institutional investors have turned to leasing out LNG tankers to blue-chips like Shell in order to achieve stable and defensive returns with ESG benefits.
Funds houses are acquiring niche players in order to cover weaknesses in alternatives, which is the industry’s largest revenue pool, and as ESG's importance grows.
Asian investors found fixed income appealing in the second quarter, but selective equity allocation might be a better bet for the rest of the year, say active investing experts.