Despite growing fears of stagflation, Schroders sees selective stock opportunities by focusing on companies with pricing power and on long-term drivers of growth.
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.
Diversity in green bonds lures more investors
A more varied universe of green bonds has led to a greater breadth of risk profiles to reward investors who understand how to assess the market, according to Axa Investment Managers (Axa IM).
Resilience and growth to steer Asian portfolios
Investors can weather high inflation and slower growth via selective Asian credits as well as equities in areas like sustainability and innovation, says Manulife Investment Management (Manulife IM).
Fidelity backs Asian and China high yield
Investors in regional high yield markets can expect Asia to be relatively resilient to global headwinds, with China to stimulate its economy, according to Fidelity International.
Blockchain creates new scope for investors
The ever-wider business application of the blockchain ledger system offers investment opportunities way beyond cryptocurrencies, according to BNY Mellon Investment Management (BNY Mellon IM).
Investors find new entry points in Asian bonds
Peaking bond yields, measured rate hikes in Asia and robust regional corporates make it an appealing time to buy local bonds, according to Eastspring Investments.
Apac real estate to offer robust returns
Strong regional economies will support rental housing, logistics and central city-based ESG-compliant offices as attractive sectors over the next year, according to PGIM Real Estate.
T Rowe Price urges more flexible bond buying
With the past decade probably a poor guide for bond markets going forward, T Rowe Price believes investors can capture new opportunities by being flexible and focusing on volatility management.
Portfolios brace for persistent inflation
China’s zero-Covid policy, rising commodity prices and a resurgent service sector are three reasons why Schroders believes inflation is here to stay for the time being.
Diversity driving equity returns
Investors in companies with policies that promote diversity, equity and inclusion (DEI) are likely to find a new source of return potential, according to AllianceBernstein (AB).
