Macro Views
Alternatives | 22 Mar 16
‘Unprecedented’ global ageing to drive investment, says PGIM
The record rise in the world’s elderly population will increase investment opportunities in real estate, healthcare and technology, according to a new survey published by PGIM, the global investment management businesses of Prudential Financial.
Macro Views | 18 Mar 16
Poor market performance biggest fear for UK IFAs
Nearly two thirds of advisers in the UK fear that poor market performance is the biggest hurdle they will face this year, according to a poll conducted by investment platform Cofunds.
Botox and driverless cars to spearhead China growth – Barings
Asset management firm Barings predicts that strong growth in makeup, Botox, electric vehicles and driverless cars in China will drive performance of its Asian funds, according to head of Asian equities, HyungJin Lee.
The risk that is being ignored
The biggest portfolio risk this year is not yet priced into the market, said Kevin Liem, chief investment officer at wealth management firm TTG in Hong Kong.
BMO GAM sees broadening global growth in five-year forecast
The firm believes “lower for longer” will apply to energy prices, inflation and interest rates over the next five years.