Commodities, private markets and emerging markets will drive investor returns over the next five years, according to Pictet Asset Management (Pictet AM).
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.
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.
Stars aligning for Japanese equities
Margin growth, capital reduction from higher dividends and buybacks, and accelerated M&A trends all bode well for shareholder returns, according to M&G.
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.
