As the views and preferences of consumers on social issues change, so too does the credit risk associated with companies in certain sectors, according to Fitch.
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.
Schroders supports 60/40 portfolio approach
As investors assess whether the conventional allocation split still make sense, Schroders believes bonds will still provide portfolio benefits even if equity-bond correlations remain positive.
Investors to bear more responsibility for biodiversity
Responsible investors can help tackle the biodiversity crisis through a variety of solutions, according to Axa Investment Managers.
Barings backs Asian equities amid volatility
Several themes are shaping the outlook for Asian equities, from regulatory crackdowns and localised lockdowns in China, to supply chain disruptions and rising inflation.
Pimco reveals three ways to hedge inflation risk
Emerging market currencies, green energy and real estate provide attractively-priced inflation hedges to make portfolios more resilient, according to Pimco.
Fidelity favours dividend-based Asia strategy
Investing in dividend-paying stocks offers access to attractive yields and diversity versus a typical Asia growth fund, according to Fidelity International.
Green growth set to boost equities
Performance and potential will continue to be strong drivers of green equities within global portfolios, according to research from FTSE Russell.
Schroders puts bond yields under the spotlight
Despite wafer-thin margins of safety from longer-dated yields, Schroders identifies relative value fixed income opportunities.
Impact bonds come under greater scrutiny
Amid the growth in the impact bond market, investors need to be mindful of the potential risk of impact washing, according to Insight Investment.
M&G tips value for long-awaited comeback
The fund manager identifies key reasons why investors should look at the current value rally as more than just a blip.
