J.P. Morgan Asset Management is “warming up” to going back to equities after holding an underweight position and would strengthen this position if there is a signal infla...
The $7.5 billion Magellan Global fund is exploring increasing its weighting to China as it believes its re-opening will lead the country to be the story of 2023....
Cash levels by fund managers have continued to fall, reaching 5.3% in January, while allocations to US equities have “collapsed” to an 18-year low....
The largest headwind to the global economy is the threat of recession in the US, according to abrdn, and is a threat that is looking increasingly likely....
Vanguard has forecast the probability of recession in major developed markets over the next 12 months, with one region having a 50% chance....
As the pandemic dragged on for a second year, which global market best navigated the uncertainty and volatility?...
While multiple regions are facing a slowdown in growth, differences in macro factors mean some will fare better than others, according to J.P. Morgan Asset Management. ...
The relationship between China and Australia is at its “lowest point in history”, according to Australian National University’s Professor Jane Golley, and could deteriora...
The composition of asset classes may be impacted more by climate change than expected returns over the next five years, as Robeco anticipates more issuance of shares and ...
As the US announces a US$1 trillion infrastructure bill, many infrastructure funds are offering investors double-digit gains....
As President Joe Biden marks 100 days in office, which US exchange traded fund has performed best since Biden’s inauguration?...
Firms believe US President Biden would be more likely to strike a balance between economic and security interests compared to his predecessor....
Firms have reacted positively to the US rejoining the Paris Agreement this month, indicating it paves the way for the US to follow in the footsteps of other countries’ en...
Australian shares could outperform the US this year as the country recovers from the pandemic despite not having such a strong economic rebound. ...
If the US was put on the same environment, social, and governance playing field as Europe it would open up the sector and lead to strong inflows, deVere chief executive N...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....