Fri, May 27, 2016
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

State Street bullish on growth in 2014

Monday, December 09, 2013

Benedicte Gravrand, Opalesque Geneva:

State Street Global Advisors (SSgA), the asset management business of State Street Corporation highlighted in its global outlook for 2014 five key investment themes, around an expected recovery with some remaining risks.

Globally, the U.S., and to a certain extent Europe will continue in their recovery course. Emerging market will be impacted by a stronger global economy and a strengthening dollar. SSgA expects a 7.5% growth for China. Overall one should still be cautious of the sluggish growth and the normalization of monetary policy.

State Street’s investment themes are:

1. Fixed income in transition, due to diverging monetary policies, the U.S. tapering, and rising rates.

2. Eurozone recovery: expected rallies in peripheral stocks, and UK should be the best G10 performer despite inflationary pressures.

3. Emerging markets: bond and equities offer good upside for 2014, but investors may have to be selective.

4. Overvalued safe havens: government bonds seem to have lost their safe haven appeal, and this extends into other fixed income segments and cash.

5. The changing face of correlations: challenges in 2014 will make it difficult to build well diversified portfolios, so tactical asset allocation may work best. SSgA ......................

To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing


  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Paul Tudor’s hedge fund trims fee amidst poor performance, keep investors[more]

    Komfie Manalo, Opalesque Asia: Paul Tudor’s $11.6bn hedge fund firm Tudor Investment Corp. announced on Monday it would slash down fees of one of its biggest fund to 2.25% of assets and 25% of profits amidst backlash arising from poor performa

  2. Ares Capital to buy American Capital in $3.4 billion deal[more]

    From PIOnline.com: Ares Management's business development company Ares Capital Corp. is buying troubled BDC American Capital for $3.43 billion, said a joint news release by the BDCs and another release by Ares Management. Ares Capital Corp.'s assets are expected to grow to about $13.2 billion when t

  3. Performance - Hedge fund ETFs take a battering, Have long-short credit funds delivered?[more]

    Hedge fund ETFs take a battering From ETFStrategy.co.uk: It was a blow for the hedge fund world when Hillary Clinton’s son-in-law Marc Mezvinsky announced he would be closing his Greek-focused fund after it plummeted in value by 90%, just two years after it launched. For passive investor

  4. Launches - Man Group and American Beacon launch new emerging debt fund, Nikko AM launches new Japan equity UCITS fund[more]

    Man Group and American Beacon launch new emerging debt fund American Beacon Advisors, an experienced provider of investment advisory services to institutional and retail markets, launched the American Beacon GLG Total Return Fund today. The Fund became effective May 20. The America

  5. Emerging markets hedge funds perform strongly, but capital base erodes[more]

    Komfie Manalo, Opalesque Asia: Latin American Emerging Markets and Russian hedge funds lead industry gains in the first months of 2016, posting strong performances through April as global and EM equity, commodity and currency markets surged in recent weeks following steep losses to begin the year