Fund manager allocation to U.S. stocks in January collapses – BofA survey
By Samuel Indyk LONDON (Reuters) – Fund managers’ allocation to U.S. equities collapsed in January, with 39% saying they had…
Asia
U.S.-China friction stokes concern among some top finance bosses
LONDON (Reuters) – The bosses of global investor Fidelity International and accountancy giant EY have voiced concerns about a fracturing…
Investors jump into equities and bonds in Goldilocks scenario – BofA
LONDON (Reuters) -Investors poured money into equity and bond funds and moved money out of gold in the week to…
Goldman Sachs’ investment team bullish on equities -report
By Carolina Mandl NEW YORK (Reuters) – Goldman Sachs Investment Strategy Group expects U.S. equities to generate positive returns for…
Asian FX bulls jump to multi-year highs, spurred by China reopening: Reuters poll
By Archishma Iyer (Reuters) – Bullish bets on the Thai baht and Chinese yuan hit five-year highs as China’s sharp…
Morgan Stanley bumps up China growth, stocks and yuan forecasts
By Marc Jones LONDON (Reuters) – Morgan Stanley has bumped up its China growth, stock market and yuan forecasts again,…
Dalio’s Bridgewater cements rank in 2022 as top foreign hedge fund in China
By Summer Zhen and Samuel Shen HONG KONG/SHANGHAI (Reuters) – Bridgewater has doubled its fund assets in China to more…
Fixed income returns in India set to surge in 2023, prompt higher investments – analysts
(This Jan. 9 story has been corrected to fix AUM of Nuvama Wealth Management in the fourth paragraph after the…
Investment management firm AQR books best year in several strategies
By Nell Mackenzie (Reuters) – Investment management firm AQR’s Absolute Return Strategy in 2022 saw its best year since its…
Market misery deals sovereign wealth funds historic setback in 2022 -study
By Marc Jones LONDON (Reuters) – Heavy falls in stock and bond markets over the last year have cut the…