The wealth manager focuses on quality earnings among global equities, and is positive on credit.
Category: Alternatives
Inflation offers new potential for infrastructure
An inflationary environment and the move to renewable energy sources bode well for certain infrastructure assets, according to BNY Mellon Investment Management (BNY Mellon IM).
Pictet WM pinpoints opportunities amid volatility
Volatility will remain an investment theme with pockets of equities and fixed income worth watching, according to Pictet Wealth Management.
Pimco reveals three ways to hedge inflation risk
Emerging market currencies, green energy and real estate provide attractively-priced inflation hedges to make portfolios more resilient, according to Pimco.
Pinebridge expects a China property rebound
The US asset manager also favours carbon credits and commodities for carry as it expects real yields to continue to rise.
Collapse of crypto makes investors nervous
Those looking to outsmart inflation might want to avoid this volatile asset class.
Barings goes private for portfolio protection
Private debt portfolios can be constructed to help investors achieve diversification and manage risks such as inflation, rising rates and geopolitical conflict, according to Barings.
ETF inflows shore up gold
The price of the yellow metal has been resilient to the sharp rise in US real rates, because of demand for gold exchange-traded funds (ETFs), believes Pictet Wealth Management.
Asian Reits and dividends hold income appeal
Attractive opportunities can be found in income strategies amid rising inflation and higher interest rates, according to Eastspring Investments.
Demand for data lures investor capital
Following a record year for investment into Asia Pacific data centres in 2021, CBRE forecasts continued growth in line with the upward trends in cloud computing and social media use.
