Markets
At a time when the threats of Brexit and Italian finances are flying over the European economy, Per Wehrmann CFA, Head of European High yield in DWS, is confident that Europe will not enter into a recession although he expects a period of lower growth.
According to David Herro, Portfolio Manager and Chief Investment Officer of International Equities at Harris Associates, an affiliated of Natixis Investment Managers, active managers need to be grateful for passive investing.
Following the volatility of the foreign exchange market in Turkey and Argentina, the uncertainty about future elections in Brazil, and trade tensions in China, which were motivated by the escalation of US protectionist measures, many investors have decided to limit their exposure to emerging mark
China is no longer a copycat economy. By 2029, China’s GDP is expected to surpass United States’ GDP. China is expected to become the largest economy on the planet overtaking the United States, and there is a great unease at all levels, but particularly on the political level.
According to Marc Pinto, Portfolio Manager at the Janus Henderson Balanced Fund investment team, the three characteristics that differentiate his portfolio are: the growth orientation in the equity sleeve of their strategy, the dinamically managed allocation betw
According to Andrew Gillan, Head of Asia ex Japan Equities at Janus Henderson Investors, there is a huge amount of disruption in Asia, the world’s growth engine, but this also means that there is a huge amount of opportunity for investors.
Nearly four out of every five institutional investors globally are allocating capital to alternative assets and private equity represents a large chunk of that capital, Preqin’s data shows. Aberdeen’s John Dickie, Co-Head of U.S.
According to Steve Drew, Portfolio Manager and Head of Emerging Markets Fixed Income at Janus Henderson Investors, the Emerging Market Corporate bond is an asset class that has been often overlooked and misunderstood, but this trend is distinctly changing.