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.
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.
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.
Diversifying with alternative strategies
Ultra-low interest rates have altered investment strategies, with a nimbler and higher risk approach becoming more common, said speakers at FSA’s ‘Spotlight On: Alternatives’ event.
Private credit boosts returns
There is a growing investment case for private credit, said speakers at FSA’s “Spotlight On: Alternatives” event.
EM impact strategies face challenges
Investors must assess each sector’s potential to deliver both positive impact and returns in disparate emerging markets (EM), says UBP Asset Management (UBP AM).
Investors eye quality in EM equities
Emerging market (EM) equities are poised for a strong earnings rebound, especially quality companies capable of managing the volatility in these economies, according to Matthews Asia.
