Top Research Picks for July 2024
Investment views for the second half of 2024
The consensus of several asset managers is that global growth remains resilient and that disinflation continues, paving the way for rate cuts. Read more
“Our macroeconomic scenario is constructive for financial markets but given geopolitical risks, we want to position for a range of economic and market scenarios,” said Luca Bindelli, Head of Investment Strategy at Lombard Odier Group.
Investing in emerging markets beyond China
China has been on a downward trajector. But should investors shun China completely? Emerging markets specialist Sophus Capital outlines the alternatives. Read more
"We believe it is important for investors to look beyond China to extract the full diversification and return potential of EM equities,” opines Michael Reynal, Chief Investment Officer of Sophus Capital.
“Granola” stocks vs “Mag 7”
There is much focus on the US Magnificent Seven (Mag 7), but Europe's Granola stocks are also worth a look, as per LGT Group. Read more
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“The Granolas are a far more heterogeneous group than the Mag 7,” explains Chris Burger, Senior Equity Analyst at LGT Private Banking. “The European rally is therefore broader than the tech rally in the US."
US high yield opportunities
Some B-rated and CCC-rated bonds stand out within US High Yield, specifically in the healthcare and telecommunications sectors, opines Jupiter. Read more
"US high yield credit is trading at a historically tight level, but a closer look into this space reveals areas of opportunity. Strong demand from investors has supported valuations for bonds with higher ratings, leading to a meaningful tightening,” explains David Rowe, Investment Analyst, Fixed Income at Jupiter.
Why the anti-obesity drug market is set for growth
The global anti-obesity drug market reached about $6 bn in 2023, and industry experts are upbeat about the prospects. Bellevue explains which companies are particularly well positioned to participate in the growth. Read more
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