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.
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.
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).
Pictet predicts allocation shake-up
Commodities, private markets and emerging markets will drive investor returns over the next five years, according to Pictet Asset Management (Pictet AM).
Investors pursue credibility and performance in managers
Credibility, performance and service fees are key criteria for choosing asset managers, according to FleishmanHillard’s first pan-Asia future of asset management report.
Pimco prioritises resilience over yield
The dynamics of shorter business cycles, higher volatility and diminished policy responses warrant a focus on portfolio resilience rather than a search for yield, according to Pimco.
Duration to help portfolios weather downturn
As recession risks grow, investors should consider adding duration to their portfolios, according to Fidelity International.
Small caps offer way to play inflation
Investors looking at asset class behaviour and potential hedges in an inflationary environment should look to a mix of small caps, commodities and real assets, according to Franklin Templeton.
Private equity risk breeds new potential
Although the private equity industry is facing multiple challenges, Schroders sees new pockets of opportunity emerging.
