With extreme market swings in recent months and the current lack of clarity, quality and diversification are back in focus for fixed income, says Lei Zhu.
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.
AB: Asset-based finance adds diversity to private credit mix
This growing market segment offers an appealing, untapped opportunity for private lenders and investors, according to alternatives investment strategist Brian Resnick.
Franklin Templeton: Japan brings resilience to diversified portfolios
In the face of global economic challenges, Japan’s core strengths make it a robust investment destination worth considering, says index specialist Dina Ting.
AllianzGI: Search for stability boosts income funds’ appeal
Investors should capitalise on the steady and stable potential of income funds amid volatile stock prices and encouraging bond yields, especially since the outlook for interest rates is uncertain.
AB: Why quality is key in US allocations as exceptionalism fades
Despite doubts over whether the US can continue to be an exceptional source of equity returns, investors can still find companies able to deliver consistent, profitable growth, says John H Fogarty.
Schroders: EM local debt offers appealing alternative to US assets
Attractive valuations, reduced macro vulnerabilities and a weaker US dollar are key factors that support appetite for local emerging market (EM) debt, according to Abdallah Guezour.
AllianceBernstein: Investors risk under-exposure to EM equities
The performance track record of emerging markets (EM) stocks over two decades highlights the need to stay allocated and ride inevitable market volatility, said EM equities specialist Sammy Suzuki.
T. Rowe Price: Finding defensive winners in evolving markets
Portfolio manager Adam Marden reveals how a new risk environment has changed the defensive merits of various assets – boding well for certain commodities, healthcare stocks, short-dated US Treasuries and even cash.
SSGA: Opt for active, defensive equity in an era of disruption
Active, defensive equity allocations offer a potentially lucrative way to navigate explosive technological change amid the democratisation of artificial intelligence (AI), believes senior portfolio manager Chee K Ooi.
Fidelity: Contrarian approach unearths value in overlooked Asian names
Portfolio manager Nitin Bajaj identifies opportunities in smaller companies in China and Indonesia, based on attractive valuations, structural growth drivers and market dislocation.
