Polls taken at FSA’s events in Kuala Lumpur and Bangkok last week highlight some common investment themes yet diversity in approaches.
Author Archives: Andrew Crooke
As a business journalist and editor for over 20 years, Andrew has far-reaching experience across financial services. For the majority of this time, he has run online content, publications, events and bespoke projects across Asia Pacific & the Middle East – both for large publishing houses as well as family-run, entrepreneurial firms. Andrew has also written two books focused on the private banking and wealth management sector - "How to Prosper in the New World of Asian Wealth Management: A Best Practice Guide", and "Winning Relationships in Asian Wealth. Connect with him on LinkedIn here.
BlackRock: Mega forces to drive allocations
Structural shifts and core longer-term themes are creating opportunities across sectors and regions today.
DBS: Put excess cash to work
Quality will count in the last quarter of 2023 in both equity and bond markets.
Pictet tips Indian equities to outpace EM peers
A new dawn for Indian stocks should see them form a bigger part of global portfolios.
Investors eye EV sector to drive returns
The commitment in Asia to a low-carbon future should present opportunities for investors across the electric vehicle ecosystem.
Investors need more diversity in real estate access
A range of approaches to getting real estate exposure will help mitigate downside risks, says new CBRE research.
Value-hunters to profit from next phase of China growth
Value investing will trump growth-oriented strategies for investors in Chinese equities, says AB.
Fund houses face uneven playing field
Research by KPMG finds that while new regulations make improvements locally, they also create divergence in the approaches asset managers need to take.
Investors target income, diversification to beat cash
AXA Investment Managers believes today’s higher-for-longer interest rate environment calls for a patient and targeted approach.
Schroders sees upside for risk assets despite slowdown
Equities and credit may perform better in today’s macro and market environment than during equivalent slowdowns in the past.
