As thematics gain greater traction in portfolios, emerging tech and sustainability are key preferences among Asia Pacific investors, according to Broadridge research.
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.
NNIP urges portfolio caution
Fixed income and equity portfolios need to prepare as question marks emerge over economic growth, according to NN Investment Partners (NNIP).
Global equities face choppy waters
As policy and liquidity tensions build, there is a growing threat they will disrupt the apparent calm in stock markets, according to T. Rowe Price.
DWS backs private infrastructure
Global economic recovery is underpinning transport and power demand, while digital infrastructure is continuing to expand, says DWS.
Jupiter AM flexes governance influence
Effecting behavioural change in companies relies on investors using their underlying investments as leverage, according to Jupiter Asset Management (Jupiter AM).
Duration to drive bond returns
As recovery in the bond markets persists in the face of growth and inflation, rotating from credit to duration will provide returns during the coming quarters, says PGIM Fixed Income.
Mid-cycle expansion benefits equities
Investors need to make careful stock choices to capitalise on the current attractive backdrop for growth-oriented assets, according to Pimco.
Selectivity to drive equities
After upgrading its global growth forecast for 2021 and predicting stable rates in the US and Eurozone for the next 18 months, DWS favours Asia emerging market equities and key sub-sectors.
Investors want better quality
The current macro backdrop will focus investors on quality, both in income and companies, as well as on alternative assets, as they plan their portfolios for the rest of 2021, says Franklin Templeton.
Investors eye early-stage sustainability
Being near the start of its sustainability path makes Asia an enticing opportunity for investors willing to engage companies in the right way, according to Fidelity International.
