Fixed income portfolios should assess different risk scenarios to inform investment decisions for corporate bonds, says Schroders.
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.
Investors see silver lining from recession-led reset
A recession in Europe and the US should provide a boost for risk assets, according to Allianz Global Investors.
GSAM: Where to look for winners in the grey-to-green transition
Goldman Sachs Asset Management details the opportunities for investing in companies that are transitioning.
Invesco favours contrarian view on Asia, emerging markets
Asia and emerging markets are fertile hunting grounds to capture opportunities before others do.
Passive funds suffer pitfalls in short-dated credit
Fidelity International sees passive funds as sub-optimal for exposure to high-quality short-dated credit.
Japanese equities show medium-term promise
Ongoing efforts to improve corporate capital efficiency in Japan create a constructive medium-term backdrop for stock investors, according to Columbia Threadneedle Investments.
India, Indonesia emerge as rising stars in global headwinds
Pimco picks these two resource-rich economies to be global growth leaders over the next few years.
Longer duration bonds to see renewed demand
Allianz Global Investors sees opportunities emerging in government bonds as tightening cycles mature.
Controversial companies offer untapped ESG alpha
ESG investors should look beyond the obvious choices of companies that do good, according to AB.
Emerging market equities show renewed promise
Fundamentals, corporate behaviour and valuations offer positive signs for emerging markets (EM) equities, believes M&G Investments.
