Equities and credit may perform better in today’s macro and market environment than during equivalent slowdowns in the past.

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.
Equities and credit may perform better in today’s macro and market environment than during equivalent slowdowns in the past.
Nuveen highlights the role of this asset class to deliver attractive yields as well as diversification amid market turmoil.
US small cap and emerging market stocks look attractive compared with so many risky assets across the rest of the equities universe.
Changes driven by new technology, scarce resources and a fragmenting world are creating opportunities for corporates and investors alike, says Allianz Global Investors.
The themes of decarbonisation, reshoring and the 5G evolution should support global listed infrastructure assets going forward.
A bottoming out of the domestic equity market is stirring some optimism in the internet and consumer sectors.
A slightly more stable yet still uncertain outlook calls for agility to find new opportunities.
A new report shows investors getting more tailored exposure to this expanding US$1.5trn market amid greater demand.
New research points to sectors like retail and office showing signs of improving fundamentals and stability.
The firm’s outlook for the rest of 2023 encourages a look beyond the usual suspects into Asia’s structural shifts as well as US financials, healthcare, industrials and consumer discretionary.
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