KBI Global Investors’ Jean Ryan said she has observed an “institutionalisation” of sustainable investing in recent years.
Tag: Interest Rates
Janus Henderson’s Gibson: Real estate is at an inflection point
“If rates rising are bad for listed property, then the opposite must also hold true.”
Bank of Japan’s rate hike signals ’new horizon’ for Japanese equities
Investors say the BoJ’s decision to raise interest rate for the first time in 17 years is a positive sign for the country’s equities market.
Barings’ Schauer: Refinancing fears are overblown
Investors shouldn’t be too concerned over a debt maturity wall, according to Baring’s high yield portfolio manager Adam Schauer.
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.
Fund selectors worry about China’s woes – Natixis IM
42% of fund selectors rank China as their top concern compared with 21% globally, according to Natixis Investment Managers’ survey.
Pictet AM: There is no rush to allocate to bonds
Pictet Asset Management expects rate volatility to continue in the bond market, providing ample opportunity for investors to enter.
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.