Investors can expect three themes to shape long-term portfolios: decarbonisation, defence and deglobalization, according to Columbia Threadneedle Investments (CTI).
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 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.
New China policy to shore up investor sentiment
Recent pro-market, pro-growth messages should stem fears and give investors reason to view China favourably longer term, says Fidelity International.
Climate and social goals shape NNIP’s investments
There is a correlation between investing in businesses that aim to deliver sustainable outcomes and achieving consistently attractive returns, says NN Investment Partners.
Asian investors regain global real estate appetite
Capital deployed by investors in Asia into commercial property globally surged to $54.6bn in 2021, according to CBRE.
China’s net zero push boosts commodities
Investors should expect to see growth in the demand for some commodities in China as the country transitions to a carbon-neutral economy, according to Pimco.
Asean sees positive sentiment shift
Following recent underperformance in the region as a result of the impact of the pandemic, the longer-term outlook is now looking brighter, according to Eastspring Investments.
