Widespread efforts to tackle climate change offer unprecedented investment opportunities amid five key themes based on China’s 14th Five-year Plan, says DWS.
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.
Ten themes to watch for equity portfolios
Emerging Asia, healthcare and the environment are included in Schroders’ top stock themes for the rest of 2021 and beyond.
Asian equities to ride post-Covid recovery
Regional stocks still have solid upside potential in key sectors as markets and economies emerge from the pandemic, according to a wealth management firm.
Three themes to drive sustainable bond investing in Asia
Climate change, corporate governance and an ageing population are the most appealing sustainability themes in Asia for fixed income investors, according to Manulife Investment Management.
ESG 2.0 offers route to untapped alpha
Investors should apply ESG analysis to identify long-term structural growth opportunities and returns, especially in Asia, according to Matthews Asia.
Managers bet on Chinese consumers in 2019
Premium brands that tap the service and lifestyle-led demand of mainlanders are expected to lift China-focused portfolios in the next 12 months, according to industry sources.
ASI: Fasten seat belts for 2019
Get set for stronger volatility in 2019, warns Aberdeen Standard Investments’ head of global strategy Andrew Milligan, who has some ideas for the ride through the storm.
