Margin growth, capital reduction from higher dividends and buybacks, and accelerated M&A trends all bode well for shareholder returns, according to M&G.
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.
Emerging markets green bonds hit new record
A new report from Amundi and IFC shows a sharp rebound in issuance of green bonds in emerging markets (EM) and developing economies in 2021 amid strong investor demand.
Asean seeing surge in sustainable debt
Record levels of green and sustainable debt issuance across Asean indicate potential for continued growth amid investor appetite, shows new research by Climate Bonds Initiative and HSBC.
Food shortages feed new investor appetite
The innovation and investments needed to feed a growing global population in the face of climate change and geopolitical conflict are creating new opportunities, according to Franklin Templeton.
Schroders backs selective stock buying
Following a difficult period for global shares, Schroders says investors need to watch the latest earnings season, both for opportunities as well as clouds.
Value revival in EM equities suggests recovery potential
Regardless of the headwinds in 2022 so far, value stocks within emerging markets (EM) have held up relatively well with an eye on the dormant recovery potential, according to AllianceBernstein (AB).
Inflation offers new potential for infrastructure
An inflationary environment and the move to renewable energy sources bode well for certain infrastructure assets, according to BNY Mellon Investment Management (BNY Mellon IM).
Macro risks require nimble response
The confluence of risks stemming from inflation, recessionary fears and geopolitics calls on investors to stay nimble and seize any opportunities that rise, says Eastspring Investments.
Pictet WM pinpoints opportunities amid volatility
Volatility will remain an investment theme with pockets of equities and fixed income worth watching, according to Pictet Wealth Management.
Axa IM backs allocations to Asian assets
More stable fund flows and intact structural investment themes in the region bode well for equities and credit, says Axa Investment Managers.
