‘Once-in-a-decade’ events are becoming more and more common, but avoiding them altogether is just one way of protecting portfolios. ART is building new capabilities to absorb their impact – and come back from them even stronger.
With almost 50 per cent of its nearly $100 billion FUM now internally managed, Cbus has seen fees come down and gained more control over its ever-growing portfolio. But in hindsight it “could have pushed a bit harder”.
It's all about confidence, says leading European asset manager Amundi, which expects multi-speed growth in the second half of 2024 marked by slow and uneven disinflationary trends and diverging dynamics.
Emerging markets are now outpacing developed nations in growth and credit quality, but Franklin Templeton’s fixed income team says investors should conduct thorough risk assessments for these promising opportunities.
2024 presents a strong market for private equity buyers according to Lexington Investment’s research team, with global secondary transaction volume hitting a record high on LP liquidity needs and GP-led deals. Franklin Templeton