BlackRock: Bonds no longer reliably diversify portfolios
Strategists at the world’s largest asset manager suggest alternatives such as gold and bitcoin.
Vanguard favours bonds over stocks in 60/40 portfolios
The world’s second largest asset manager says the “coupon wall” creates a favourable risk/return for bonds.
SSGA shifts positive on risk assets
State Street Global Advisor’s (SSGA) Apac head of investment strategy has shifted positive on risk assets.
JPMAM maintains overweight in equities and credit
Earnings growth will sustain US equities, including mid- and small-cap stocks, says global multi-asset strategist.
Franklin Templeton: Ignore the noise on tariffs
The risk of higher tariffs could be mitigated by Trump’s other policy objectives.
HSBC AM favours Asian bonds and equities
HSBC Asset Management believes Asian bonds and equities going into 2025 offer opportunities.
Fidelity and Maybank launch multi-asset fund in Malaysia
The MAMG Alpha Capital & Income Opportunities fund has been launched in Malaysia.
Amundi promotes Neto to senior Asia role
Hong Kong based Florian Neto has been appointed head of investment, Asia.
Nordea launches multi-asset fund in Singapore
The Nordea 1 – Diversified Growth fund is available for distribution in Singapore to accredited investors.
BlackRock sets out the case for systematic investing
The investment approach combines technology with human expertise and taps vast stores of data.
Amundi adds senior portfolio manager in Singapore
Florent Dang Tran has moved from the asset manager’s Paris office.
Manulife: Fed Pivot could bode well for Asian assets
Manulife’s Marc Franklin says the firm’s multi-asset team is mulling upgrading their view select Asian equity markets.
How to invest in an interest rate falling world
Many of the areas that have come under pressure as rates have risen may start to revive.
Neuberger Berman makes two senior hires
The firm has appointed a family office leader and intermediary sales head in Apac.
Newton’s Bhavin Shah: What the new macro regime means for multi-asset investors
Newton IM fund manager discusses the outlook for multi asset and his investment philosophy.
PineBridge backs risk assets
The global multi-asset team prefers equities over credit, and credit over rates, according to portfolio manager Hani Redha.
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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.
