Asia’s growing affluence and the consumer preferences of its younger population bode well for opportunities in the luxury sector over the coming months, according to GAM Investments (Gam).
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 expects persistent commodities demand
Structural trends appear to support longer term opportunities in natural resources, from decarbonisation to renewable energy, according to the UK firm.
HSBC PB pins hopes on Asia growth
Investors can position for the next phase of recovery via opportunities from digital transformation, sustainability and spending on IT and low-carbon infrastructure, according to HSBC Private Banking.
Asia Global ESG Summit: Focus on corporate behaviour
With allocations to ESG funds increasingly aligned with investors’ own values, they are paying closer attention to the social policies of companies, said speakers at ESG Clarity’s recent Global ESG Summit.
Chinese onshore bonds boost portfolio diversity
Foreign investors continue to allocate to onshore debt throughout market cycles, with investment grade bonds particularly appealing, according to Aberdeen Standard Investments (ASI).
Schroders takes long-term view on value
Not only do current levels of valuation dispersion suggest that value has plenty of upside – it can also offer protection in frothy markets, according to Schroders.
Allocating to equities through an earnings lens
Despite general bullishness on the economy for the second half of 2021 and beyond, investors need to focus on corporate earnings, according to T. Rowe Price.
Covid boost to digital trends
Coronavirus is fostering new opportunities across healthcare, industrials, government spending and changing consumer behavior, say investors.
Asian high yield mispriced credits
Various macro and market dynamics justify exposure to segments of regional high yield debt, says Axa Investment Managers (Axa IM).
Thematic approach to climate change
Despite strong momentum behind the energy transition theme, much more investment is needed in targeted areas to achieve climate goals, according to BNP Paribas Asset Management (BNPP AM).
