Robeco launches sovereign debt strategies
The strategies will be managed by the new emerging market debt team that was hired last year.
Japan ready to join ‘global club of normalised monetary policy’
The Bank of Japan hiked interest rates to their highest level in 17 years on Friday, but investors reckon the outlook for equities is benign.
Carlyle names Apac global wealth head
The US investment firm has tapped Brad McCarthy from Citi.
Morningstar: Trump’s tariff plan is the biggest wild card for US equities
The tailwinds that propelled the US in 2024 are receding, and tariffs add another unknown to the mix, writes Mark Preskett.
Lombard Odier Investment Managers launches global macro strategy
The DOM Global Macro team joined last April from Credit Suisse.
Deutsche Bank CIO: Asia will be the engine of global growth in 2025
The high growth momentum will have a positive impact on corporate profits in the region.
Goldman Sachs launches infrastructure strategy
The open-ended fund will expand access to the firm’s alternatives platform.
UBP: Expect another leg higher in yields
The Swiss private bank is bearish on longer duration bonds and credit.
Azalea unveils leadership succession
The Temasek-owned private equity firm has chosen Chue En Yaw to take over from Margaret Lui as CEO.
Pictet’s Ramjee: Corporate bonds ‘paradoxically safer’ than government
Pictet’s Shaniel Ramjee on the current state of corporate and government bonds.
Pimco: Bonds look attractive under Trump uncertainty
Rising market uncertainty could boost returns for fixed income investors, says the asset manager.
Janus Henderson sees good news ahead for active investors
There is more to equities than the Magnificent 7, argues the asset manager.
Macquarie AM names managing director to boost SE Asia business
Gabriel Ho has joined the Australian asset manager from Dymon Asia Private Equity.
Amundi launches private credit fund with First Eagle
It will act as a sub-fund for First Eagle’s US private credit strategy.
The undervalued markets where managers are diversifying away from the US
Share prices in the US have reached dizzying heights, making cheaper equity markets more attractive.
BlackRock: Bonds no longer reliably diversify portfolios
Strategists at the world’s largest asset manager suggest alternatives such as gold and bitcoin.
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FSA SPY
The FSA Spy market buzz – 3 February 2025
DeepSeek’s big surprise digested; A PE ETF that is not all it seems; Ninety One’s Nintendo goodies; Chinese cars are marching forth; Warren Buffet’s cash; Gold bug happiness and Meta’s real virtual loss.
