Last week’s interest rate hike by the Federal Reserve was expected by markets, but economists and strategists are now predicting that the action of monetary policy makers would take a more hawkish tone. However, Thanos Bardas, head of interest rates, sovereigns and global investment-grade fixed income, at Neuberger Berman describes the rate hike in Investment & Pensions Europe as a ‘happy hike,’ as it has come at a time when there is strong economic data and record market highs.
In Trustnet, Vincent Ropers, co-manager of the TB Wise Multi-Asset Growth fund, shares his thoughts on where to find value away from Silicon Valley tech stocks. “The sky hasn’t...
In The Financial Times, Cedric Vuignier, head of alternative investments at SYZ Asset Management, and Oliver Dobbs, CIO and portfolio manager of Trium Credere fund, share their views on...
In Investment Week, Mark Baribeau, head of global equity at PGIM Jennison Associates LLC and co-manager of the PGIM Jennison Global Equity Opportunities fund, highlights key trends the team has been playing since the...
