fixed income

Goldman Sachs Asset Management: Investment themes 2020

Low growth, low inflation and low return a trigger to rethink fixed income investments

(Jan 31): There was a period of time during the late summer when a reality seemed to dawn on many of our European clients — that the world of negative rates was not just a fleeting blip. It now appears likely that we could remain in a negative yielding

Private equity

2019 will be a banner year for private markets, says BlackRock

SINGAPORE (Jan 7): Private markets are set to become particularly popular this year as institutional investors turn to private markets to mitigate risks amid rising concerns about a downturn in the economic cycle.

Global Economy

JP Morgan sees more volatility ahead but is cautiously optimistic

SINGAPORE (Apr 19): Strong global demand should continue to fuel capital expenditure spending and trade but growth momentum for the global economy is moderating, says JP Morgan Asset Management (JPMAM) in its market outlook for the second quarter of 2018.

Funds

Asia Pacific ex-Japan ETF & ETP investments grow 19.1% to hit US$154 bil in Sept

SINGAPORE (Oct 13): Assets invested in exchange-traded funds (ETFs) and exchange-traded products (ETPs) listed in Asia Pacific ex-Japan grew by 19.1% y-o-y to reach US$154 billion ($208.6 billion) by end Sept, according to the latest report from research

3 investment themes to consider in a world of dwindling volatility: BlackRock

SINGAPORE (July 26): The global economy is now settling into a cycle of synchronised and sustained economic expansion with an improved Eurozone outlook, ebbing deflation fears, and subdued financial market volatility.

Global Economy

3 things to expect as the global reflation dust settles

SINGAPORE (May 9): Private investment manager Brandywine Global, a Legg Mason affiliate, is expecting the current period of “remarkable reflation” in the global economy to settle down to a “more gradual, but self-sustaining” economic expansion.

Ready for rising rates

Koh Liang Choon, head of fixed income at Nikko AM Asia, says the region’s bond market is still growing fast on the back of higher demand and supply. He is raising exposure to US dollar-denominated corporate debt and may lengthen the duration of his port

Broker's Calls

Are lower expenses enough to shore up SGX’s bottom line?

SINGAPORE (Jan 20): CIMB and DBS Vickers Securities are maintaining their respective ratings of “hold” and “buy” on Singapore Exchange (SGX), after the bourse posted a 5.5% rise in 2Q17 earnings to $88.3 million on Thursday. 

Republicans have swept the Presidency, the Senate and the House of Representatives. Now what?

SINGAPORE (Nov 9): In a unexpected twist, the Republican Party has won the presidency, with Donald Trump as the new commander-in-chief, and have control over the Senate and the House of Representatives.
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