High inflation and net zero targets are key contributors to infrastructure assets looking more attractive to a growing number of investors, according to ClearBridge 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.
Tapping into renewed value in bonds
Investors like Pimco which believe central banks will ultimately get control of inflation in the coming years are starting to get paid more.
Invesco sees bright spots in market outlook
Signs are emerging in the current environment that offer investors scope for optimism, including easing supply chain pressures and positive economic markers in China, according to Invesco.
Investors to scrutinise green property bonds
The real sustainability of green bond issuance in the property sector needs to be assessed carefully, according to BNY Mellon Investment Management (BNY Mellon IM).
Faltering ESG performance raises investor doubts
There are increasing questions about ESG investing as the focus on performance, data, reporting and transparency sharpens, according to a study by Schroders.
Investors brace for turning point in markets
The coming quarter could be pivotal in determining the trajectory for markets and economies over the next few years, with Fidelity International expecting the start of a ‘great reset’.
Investors must beware low equity valuations
Expectations of persistent pressure both on markets and economic growth will create a challenging environment for stocks as corporate profits suffer, according to DWS.
M&G eyes income potential amid record inflation
The sell-off in bonds in 2022 has created a compelling case to pick up certain assets at attractive prices, with wider spreads potentially cushioning further rate rises, according to M&G Investments.
Strong issuers support bright high yield outlook
Solid long-term fundamentals, extended maturity runways and high valuations are three reasons for investors to consider high yield (HY) corporate bonds, according to AllianceBernstein (AB).
Global equities to reward patient investors
Despite growing fears of stagflation, Schroders sees selective stock opportunities by focusing on companies with pricing power and on long-term drivers of growth.
