Industry views Archives - Page 2 of 162

Pimco: Bonds look attractive under Trump uncertainty

Rising market uncertainty could boost returns for fixed income investors, says the asset manager.

The asset manager is less constructive on US equities compared with most of its peers.

There is more to equities than the Magnificent 7, argues the asset manager.

The world’s largest asset manager is pro-risk going into 2025 but its strategists warn there are three factors that would change this view.

Financials delivered the best sector returns of last year, but can it repeat the trick in 2025, asks Darius McDermott.

Private banks and unloved Hong Kong stocks are among the asset managers picks.

Cash is no longer king as rate cuts approach in 2025.

A dividend-focused strategy can help investors capitalise on Asia’s attractive valuations while reducing volatility, argues Eastspring Investments.

“I get up every morning looking for negative data points, and I can’t find them,” says Manulife IM senior portfolio manager Ryan Davies.

Economic nationalism will likely reach new heights during the incoming Trump administration, according to the analysis firm.