China’s efforts to steer between domestic and international growth challenges in 2025 could be good for bond investors.
Eric Liu | 28 January 2028Technology stocks have been the poster child for growth in recent years. Other sectors deserve a closer look today.
John Fogarty, Adam Yee | 30 January 2025Quality has become a popular buzzword in equity investing. But what does it really mean?
Nelson Yu, Walt Czaicki | 27 January 2025We started the year having discussions with a large number of chief investment officers (CIOs) and allocators. In this short note, we reflect on the key common messages that came out of those discussions, points of consensus and important open questions for the outlook. We reflect on how those perspectives overlap with our view that a change in macro regime is the most likely description of the outlook. There was strong agreement among investors on a positive view for risk assets and an overweight position in the US. The area of most agreement in terms of where to increase allocations was private assets, especially private debt. We discuss the key issues that investors have raised across equities, fixed income and alternative assets, and also their views on crypto.
Inigo Fraser-Jenkins, Alla Harmsworth | 27 January 2025In our view, active investors face opportunities to outperform created by looming policy changes and the macro landscape. Bond yields remain healthy, and we see potential beyond the concentrated leaders of the US equity market. It won’t be a smooth ride—but disruption also creates room to maneuver.
23 January 2025Not all companies in emerging markets will be hurt by President Trump’s agenda. Here’s what equity investors should look for.
Sammy Suzuki | 23 January 2025As growth extends to more regions, we see expanding opportunities across countries and assets.
Caglasu Altunkopru, Aditya Monappa | 22 January 2025European equity markets may look vulnerable to fallout from new US policies. But some companies offer investors reasons to cheer.
Thorsten Winkelmann, Marcus Morris-Eyton | 21 January 2025Investors may find better opportunities when they apply a wider lens.
Monika Carlson, Fahd Malik | 17 January 2025A look at how the renewable energy opportunity may--and may not change.
Jody Gunderson, Xiaoyu Gu | 15 January 2025New policies could disrupt markets, but high starting yields and strong demand for income should provide ballast.
Tiffanie Wong, Will Smith, Robert Hopper | 15 January 2025The journey from niche asset to core allocation looks set to continue.
Matthew Bass | 09 January 2025This information is for exclusive use of the wholesale person to whom it is provided and is not to be relied upon by any other person. It is not intended for retail or public use and may not be further distributed without prior written consent of ABAL.
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