Market dynamics support value investing in the region, with cyclical, old economy and financial stocks the likely beneficiaries, according to Eastspring Investments.
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.
Barings goes private for portfolio protection
Private debt portfolios can be constructed to help investors achieve diversification and manage risks such as inflation, rising rates and geopolitical conflict, according to Barings.
AllianzGI urges new approaches to asset allocation
Investors can no longer rely on traditional diversification that previously helped in turbulent times, according to Allianz Global Investors (AllianzGI).
AB builds barbell portfolio to earn income
Investors looking to generate returns in fixed income will be rewarded for either holding or adding to their positions, according to Alliance Bernstein (AB).
Deutsche eyes brighter Asean future
Positive economic growth drivers for the region bode well for asset and sector selection, according to Deutsche Bank International Private Bank (Deutsche Bank IPB).
Jupiter urges systematic approach to biodiversity
As escalating climate risks deplete the world’s natural assets, investors need to factor biodiversity into their strategies, says Jupiter Asset Management (Jupiter AM).
Quality stocks to flourish amid high inflation
Based on previous periods of high inflation, solid growth equities should deliver attractive performance, according to BNY Mellon Investment Management (BNY Mellon IM).
Genomics gain ground in investor portfolios
Investor interest in companies engaged in gene-based drug development is growing, according to Invesco.
Schroders targets tech-driven themes
Smart cities, healthcare innovation and automated manufacturing are key trends for investors to tap into within the thematic universe, says Schroders.
Chinese policy boosts sustainable debt issuance
Climate policies and social mandates in China will lead to the increasing issuance of different ESG-related debt, by all types of domestic issuers, according to Sustainable Fitch (Fitch).
