Market conditions look supportive for developed market equities for the rest of 2021, with fixed income more likely to be effective for risk management, says Natixis Investment Managers.
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.
Funds’ ESG credibility tested
Asset managers need to practice what they preach in implementing and integrating sustainable investment policies, according to Aviva Investors.
Asian equities face inflation balancing act
With inflation pressures expected to weigh on the post-pandemic recovery, investors need to consider policy direction when targeting Asian equities, according to Axa Investment Managers (Axa IM).
Net zero goal needs more alignment
More ambitious and aligned policies are needed to achieve the Paris agreement targets – and to enable investors to make a bigger impact, according to Aberdeen Standard Investments (ASI).
Fidelity targets China and tech exposure
Selected China A-shares and tech names will enable investors to weather inevitable bouts of higher inflation, geopolitical tensions and a strengthening US dollar, says Fidelity.
SSGA sets sights on growth assets
As investors continue to focus on the need for yield, State Street Global Advisors (SSGA) is overweight risk assets, especially equities and corporate debt.
Disruption driving Asian equities
In a post-Covid Asia, capital investments in smart infrastructure, digitisation, automation and environmental imperatives will shape the equities landscape, says Pinebridge Investments.
China bonds to lure yield-hunters
Investors seeking opportunities to capitalise on China’s robust growth path should look at domestic fixed income as the bond market continues to open wider, says Schroders.
Deutsche Bank backs North Asia equities
Investors should be allocating to Asia ex-Japan equities rather than developed market stocks over the next six- to 12-months, according to Deutsche Bank International Private Bank (IPB).
Multi-pronged routes to value
Investors need to understand how to combine the many ways to approach value investing and the various qualities of growth-oriented companies, according to a Franklin Templeton webinar.
