While internal investment teams have generally delivered good outcomes there is little independent review or direct public scrutiny of their performance compared to external managers, according to Frontier Advisors.
China still offers a compelling long-term investment story for investors willing to look past short-term headwinds in property and politics, according to Ninety One.
Amundi presents mid-year investment outlook, opportunities lie beyond precarious path to growth
“A central bank pause supports the case for bonds. Investors will have to assess the inflation path and the earnings outlook moving into 2024, in the search for opportunities in equities.” – Monica Defend, Head of Amundi Institute
” Emerging markets are key to enhancing diversification and fostering medium-term return potential, with Asia in focus.” – Matteo Germano, Deputy Group Chief Investment Officer
“Amid low visibility on the economic outlook, quality – both for equity and bonds – is the compass with which to navigate this uncertain phase.” – Vincent Mortier, Group Chief Investment Officer
