A dividend-focused strategy can help investors capitalise on Asia’s attractive valuations while reducing volatility, argues Eastspring Investments.
Category: Asset managers
Manulife IM says semiconductor bull run still has legs
“I get up every morning looking for negative data points, and I can’t find them,” says Manulife IM senior portfolio manager Ryan Davies.
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.
Despite FOMC market reaction asset managers still favour risk assets
BlackRock, JPAM, and Invesco say the market reaction to the US Fed Meeting doesn’t change the outlook for 2025.
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.
BlackRock doubles down on US equity overweight
The world’s largest asset manager is bullish on US equities but underweight long-duration US treasuries and investment grade credit.
UBS: ‘Valuations are at extraordinary levels while company fundamentals remain ordinary’
UBS Investment Bank has taken the contrarian approach of underweighting India and overweighting China.
