Investment opportunities will emerge in the coming months from a brighter-than-expected US macroeconomy, exposure to real assets and reforms in Japan, said Franklin Templeton.
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.
Asian credit to reward investors for rest of 2023
Schroders sees the region’s growth outlook and other tailwinds as key drivers for Asian credit as an attractive asset class.
PGIM urges active approach to global bonds
Different economic growth cycles across geographies globally call for fixed income investors to be selective to find alpha.
US earnings support selective stock buying
Expectations of improving corporate margins after the latest US earnings bode well for sectors such as tech, said BlackRock.
Apac real estate offers mixed outlook for investors
Investors with a long-term view can still find opportunities in specific themes, say CBRE and DWS.
Investors eye new opportunities in emerging markets
Compared with developed markets, the resilience and growth path of emerging markets make multiple assets appealing.
PIMCO eyes bonds for equity‑like returns with less risk
High-quality fixed income assets continue to offer attractive return potential plus diversification benefits as a likely recession nears, according to PIMCO.
Asset managers vie for AI winners
As the momentum behind artificial intelligence (AI) gathers pace, investors are grappling with how to identify those tech companies which are best placed to reap the rewards.
BlackRock hunts alpha in emerging markets
Despite historical underperformance relative to developed markets, BlackRock believes emerging markets are positioned to provide diverse and real alpha.
Axa IM takes longer-term view on transforming markets
Renewable energy and technologies that boost productivity and growth are among key themes for investors to explore over the coming years, believes AXA Investment Managers (Axa IM).
