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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
January 31, 2020
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.
January 07, 2019
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.
April 19, 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
October 13, 2017
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.
July 26, 2017
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.
May 09, 2017
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
February 27, 2017
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.
January 20, 2017
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.
November 09, 2016