Emerging market currencies, green energy and real estate provide attractively-priced inflation hedges to make portfolios more resilient, according to Pimco.
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.
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.
Green bonds gain ground on conventional debt
Green bonds increasingly offer investors both positive climate impact and returns, according to Axa Investment Managers (Axa IM).
Fidelity sees appeal in long duration assets
In line with the US Federal Reserve’s rate cycle, Fidelity International favours long duration bonds as both a source of income and diversification.
TRP bets on tactical tilts to fight inflation
Investors seeking durable real growth amid changing inflation dynamics need to tactically adjust their asset allocation, according to T Rowe Price (TRP).
Emerging nations offer compelling case for clean energy
The drive to decarbonise will lead to a growing number of companies in developing nations providing a wider range of renewable solutions, according to BNY Mellon Investment Management (BNY IM).
