Polls taken at FSA’s events in Kuala Lumpur and Bangkok last week highlight some common investment themes yet diversity in approaches.
Structural shifts and core longer-term themes are creating opportunities across sectors and regions today.
Quality will count in the last quarter of 2023 in both equity and bond markets.
A new dawn for Indian stocks should see them form a bigger part of global portfolios.
The commitment in Asia to a low-carbon future should present opportunities for investors across the electric vehicle ecosystem.
A range of approaches to getting real estate exposure will help mitigate downside risks, says new CBRE research.
Value investing will trump growth-oriented strategies for investors in Chinese equities, says AB.
Research by KPMG finds that while new regulations make improvements locally, they also create divergence in the approaches asset managers need to take.
AXA Investment Managers believes today’s higher-for-longer interest rate environment calls for a patient and targeted approach.
Equities and credit may perform better in today’s macro and market environment than during equivalent slowdowns in the past.