Ongoing efforts to improve corporate capital efficiency in Japan create a constructive medium-term backdrop for stock investors, according to Columbia Threadneedle Investments.
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.
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.
Schroders tips three themes for strategic allocations
Demographics, decarbonisation and deglobalisation are each compelling sources of new investment opportunities.
Fidelity looks past China woes with cautious optimism
Attractive valuations, government commitments and targeted policy support offer hope for a measured recovery.
Private credit set for strong returns
The attraction of the asset class amid a higher-for-longer scenario is set to grow further if consumer strength fades.
Commodities to gain as investment landscape shifts
Pimco is positive on the asset class given its historical correlation with inflation, supply constraints and the low-carbon transition.
Axa IM’s Iggo: Commitment to biodiversity is ‘not wholly evident’
Asset managers must increase engagement and investment in solutions.
