In this outlook, M&G Investments’ Fabiana Fedeli, Jim Leaviss, Richard Woolnough, Emmanuel Deblanc and others explore the potential implications of the evolving interest-rate backdrop for financial markets.
The insurer believes the Chinese market is bottoming out. It will also continue to add exposure to high-dividend stocks, which contributed to its positive return last year.
The rest of this year should produce a dynamic market environment that will offer alternative credit investors many opportunities to access attractive returns while improving overall diversification levels, according to new research from Nuveen.
Strong credit fundamentals across Asia are expected to continue to bode well in 2024 but selectivity remains key. PineBridge’s co-heads of Asia ex Japan fixed income, Omar Slim and Andy Suen, share their convictions for Asia investment grade and high yield this year.
As we enter 2024, financial markets are at a major crossroads. With inflation coming down and central banks’ rate hikes on hold, the big question for investors is: what happens next? With views ranging from a ‘soft landing’ to recession, and from ‘higher for longer’ interest rates to rate cuts, the path ahead is uncertain.
There are cautiously optimistic expectations that inflation will decline and the Fed's rate hike cycle has peaked. That opens up opportunities for emerging market bonds to shine, according to some investment managers.
China Life Overseas and Manulife Asia will stick to pivoting portfolios towards fixed income assets into 2024 in preparation for a high-rate environment and evolving insurance rules.