The Singaporean investment manager’s strongest convictions are towards US equities and government bonds.
Tag: European Central Bank
Goldman Sachs AM: The AI boom will broaden out from the M7
The US investment manager explains why it expects to see the AI boom begin to impact securities other than the Magnificent Seven during the second half.
Will a rate cut reignite Europe’s markets?
The benefits from a rate cut may be marginal given the region’s increasingly fragile political situation.
Capital Group moves overweight European bonds
Damir Bettini, portfolio manager at Capital Group, explains why he favours European investment grade bonds at the moment.
Allspring: ‘the US is detaching itself from the rest of the world’
Henrietta Pacquement, head of the global fixed income team at Allspring Global Investments, explains why diversifying across geographies now makes sense.
Why European stocks could benefit most from revived risk appetite
Investors may be underestimating the potential fillip to the global economy from future rate cuts and the impact this will have on Europe.
The trials and tribulations of investing in European equities
Will a rate hike pause from the ECB be enough to improve European stock market performance?
Longer duration bonds to see renewed demand
Allianz Global Investors sees opportunities emerging in government bonds as tightening cycles mature.
European banks remain under pressure
Concerns over European banks facing systemic risks are overblown, but challenges such as negative rates are pressuring margins, according to Edmond de Rothschild Asset Management.
Moderate return expectations from Europe
Following the European Central Bank’s massive quantitative easing programme, which was announced in November last year, European equities have rallied perhaps a bit too much, according to the firm. “Given that valuations are sitting at a 10-year high on a forward price-to-earnings metric, strong earnings growth is increasingly necessary to justify these valuations,” the firm […]
