Asset Managers See Opportunities in Private Deals and Real Assets Amid Volatility
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Investment managers see opportunities in private credit deals and real assets like logistics amid economic uncertainty.
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China remains volatile but asset managers see potential for rebound if property market stabilizes.
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IT services, healthcare, and e-commerce still have growth potential in China.
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Some managers shifting to higher-risk private debt for greater returns, especially in the US.
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Longer-duration US Treasuries may offer defensive value after yields hit 5% in October 2022.