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.
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.
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.
Valuations hint at credit caution
Credit markets are generally expensive and the upside to returns is limited, according to Axa Investment Managers (Axa IM).
Schroders backs digital networks
New investment opportunities are expected to emerge from the need to modernise digital infrastructure in the wake of Covid-19, according to Schroders.
Aviva Investors stresses climate urgency
Investors need to pay closer attention to climate change and make it a more central focus within investment portfolios, according to Aviva Investors.
Pictet AM sees bright spot in China bonds
The double whammy of slowing growth and rising inflation is dampening equity and credit opportunities, but Chinese government bonds offer potential, says Pictet Asset Management (Pictet AM).
Invesco pins hopes on East-West recovery shift
While China’s economic rebound stalls and the US economy holds steady, Invesco favours European and emerging market equities.
