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Asset managers speak out
Markets
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Three thematic strategies
Pictet AM: “Tech Stock Valuations Still Offer Room to Invest”
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MFS Investment Management
Robert Spector (MFS): “We Expect a Flattening US Yield Curve and a Steeper One in Europe”
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IX Western Asset Debates
Legg Mason: “There is a Greater Movement towards Global Diversification by Brazilian Investors”
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Lord Abbett & Old Mutual ...
“Markets Can Remain Irrational and Solvent for a Long Time. It ‘s Classical of the Herd Mentality”
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According to BlackRock
EMD Should Shift From Being Beta To Alpha Driven
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Investec Global Insights
John Stopford (Investec): “The Market Does Not Believe the Fed, Thinking it’s The Boy Who Cried Wolf”
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London Event
MFS: “The Market Forgets that When Credit Liquidity Dries Up, There Is No Turning Back”
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Acording to Amundi AM
For Magdalena Martínez