Near-term uncertainty over global growth coupled with risks of stagflation should steer investors away from credit and equities broadly, but into some pockets of opportunity, says Fidelity International.
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.
Demand for data lures investor capital
Following a record year for investment into Asia Pacific data centres in 2021, CBRE forecasts continued growth in line with the upward trends in cloud computing and social media use.
Metaverse tipped for bigger role in portfolios
As the universe of companies exposed to the metaverse expands and evolves, stock selection will be crucial to capitalise on this trend, says Axa Investment Managers (Axa IM).
Volatility enhances energy transition equities
The driving forces behind the energy transition remain intact despite multiple macro-economic crises, believes Schroders.
DWS backs asset mix to tap Asia rebound
The region will outperform in the second half of 2022 amid a general reopening of economies – and fuelled by China’s growth and stock market, predicts DWS.
Decarbonisation to endure inflation spike
Investors can expect three themes to shape long-term portfolios: decarbonisation, defence and deglobalization, according to Columbia Threadneedle Investments (CTI).
Barings maps out fixed income response to rising rates
Floating rate assets and short-duration strategies offer the potential to mitigate the risk of rising rates and inflation, according to Barings.
Wealthy clients want the personal touch
New research reveals the importance of wealth managers in Apac providing digital offerings and a high-touch service, according to Refinitiv.
Investors spur record activity in Asian private equity
Deal value hit new highs across every market in the region in 2021, recording $296bn, with a growing focus on ESG investments expected this year, says Bain & Company.
Pimco urges liquid portfolios
In a global economy clouded by uncertainty and rising recessionary risk, portfolio flexibility can enable investors to be prepared as well as nimble, says Pimco.
