What a downbeat forecast for 60/40 portfolios means for alternatives
JPMAM expects returns on the traditional US stock-bond portfolio to fall 10bps
JPMAM expects returns on the traditional US stock-bond portfolio to fall 10bps
Stance puts him in ‘a very different place’ to other managers expecting slowdown
Fixed income hire comes as Iain Stealey gets promoted
Sterling corporate bonds also see heavy outflows as political risk hits fever pitch
EM debt managers have been frustrated about lack of ESG data available
Kames suffers billions of pounds of outflows since manager exodus
PGIM bond manager was enticed into emerging markets after a semester in Brazil
The ECB’s first southern European president is handing the baton to Christine Lagarde
Model links ESG and creditworthiness but some argue there is no proof of causality
Gary Kirk reckons being a top decile fund means taking on too much risk
Net redemptions from investment arm hit £1.1bn over the quarter
Short-duration remains a focus even as the US Fed cuts rates