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Search resuls for: "Lisa Pauline Mattackal Divya Chowdhury"


3 mentions found


☆ Investors look past US tech sector as uncertain environment clouds outlook
  + stars: | 2023-05-19 | by ( Lisa Pauline Mattackal Divya Chowdhury | Lisa Pauline Mattackal | Divya Chowdhury | ) www.reuters.com   time to read: +2 min
MUMBAI, May 19 (Reuters) - Investors are looking beyond the U.S. technology sector's bounceback this year for longer-term returns, as higher interest rates and an uncertain macroeconomic picture could present further headwinds, fund managers and strategists said. "The tendency is that ... the sector that leads in one cycle doesn't tend to lead in the following cycle," Yoder told the Reuters Global Markets Forum. "We are staying away from the more interest rate-sensitive sectors such as tech," said Jonathan Mondillo, head of North American fixed income at abrdn. Anticipating an economic slowdown in the second half, more cautious and selective positioning across fixed income portfolios is a better bet, said Jonathan Duensing, head of U.S. fixed income at Amundi. "We've always felt that the tech sector in general is one where you need to be very selective," Duensing said.
☆ After rough year, U.S. corporate credit entices investors
  + stars: | 2022-11-21 | by ( Lisa Pauline Mattackal Divya Chowdhury | Lisa Pauline Mattackal | Divya Chowdhury | ) www.reuters.com   time to read: +2 min
Nov 21 (Reuters) - Investors are increasingly eyeing U.S. corporate credit offering attractive valuations and yields after steep declines in 2022, fund managers told the Reuters Global Markets Forum (GMF). "We are at the beginning of a rotation as investors come back into credit. iShares iBoxx Investment Grade Corporate Bond ETF (LQD.P) and iShares High Yield Corporate Bond ETF (HYG.P) are on track for quarterly gains of more than 3% in the fourth quarter after falling 20% and 14% respectively this year. "If we're at this turning point then the entry level you get by buying investment-grade credit in the (United) States looks really attractive." The jump in bond yields, which move inversely to prices, has also made corporate credit more attractive to investors looking for income after years of low interest rates, Ramji said.
☆ Fed pivot not on horizon even as over-tightening risks loom- strategists
  + stars: | 2022-10-28 | by ( Anisha Sircar Lisa Pauline Mattackal Divya Chowdhury | Anisha Sircar | Lisa Pauline Mattackal | ) www.reuters.com   time to read: +2 min
U.S. consumer spending has remained strong, rising more than expected in September, despite underlying inflation pressures continuing to bubble. "If you look at stocks and asset prices, you would probably expect the Fed to be already easing by now," Gurevich said. read moreHowever, Anita Gupta, head of equity strategy at Emirates NBD, told the forum it was "too early" to draw conclusions for other central banks from this move. "If you're going downhill and pushing your foot on the accelerator, it's going to be very hard to break," Gurevich said. "I feel it's already too late for them to stop deflation and a recessionary cycle."
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