DNCA deputy chief investment officer François Collet explains why he thinks risk is not being accurately priced.
Tag: Inflation
BlackRock: Take more risk in credit
The asset manager tilts more risk-on, favouring euro area high yield credit and emerging market debt.
T. Rowe Price: Why wouldn’t you add short duration?
Adding long-duration in the expectation of rate cuts won’t work if neutral is higher than markets expect, portfolio manager Ken Orchard warns.
Amundi: add duration, but not at any cost
Investors should use real yields as a guide for allocating into fixed income as central banks diverge on rate cuts.
Manulife IM: Central banks will cut even with inflation above target
Manulife’s global chief economist sees a larger rate cut from the US Fed, but later than the market expects.
Janus Henderson’s Gibson: Don’t stand in the way of the Fed
Janus Henderson’s co-head of global property equities is pivoting away from trades that worked when rates and inflation were rising, into the trades that didn’t.
The FSA Spy market buzz – 19 January 2024
Aviva Investor’s data book, India’s versus China’s demographic timebomb, ETF supremacy becomes fact, BlackRock’s Davos home, Emerging markets optimism and much more.
Amundi’s head of global macro: ‘A soft landing is not a safe landing’
Although markets believe a soft landing is now in sight, what does that mean for the ‘last mile’ for inflation conquest?
T Rowe Price: Don’t be a hero and take large bets into 2024
The asset manager cautions investors against taking substantial positions going into the uncertain market conditions of 2024.
Amundi CIO warns market is unprepared for further inflation
Amundi’s chief investment officer Vincent Mortier said markets are overlooking any bad surprises on inflation data.