The firm’s outlook for the rest of 2023 encourages a look beyond the usual suspects into Asia’s structural shifts as well as US financials, healthcare, industrials and consumer discretionary.
Category: Equities
BNPP sees year-end rally in Chinese equities
The bank favours the Hang Seng Technology index over the broader main indices.
Europe’s resilience creates allure for stock buyers
State Street Global Advisors says investors should look closer at the region as it continues to surprise favourably despite recent economic and geopolitical challenges.
Is an equity-bond market correlation ‘the new normal’?
Equities and bonds moving in ‘virtual lockstep’ over the last year has ‘huge asset allocation implications’.
Global lens offers improved emerging market returns
Eastspring Investments says investors with exposure to Asian equities should also look globally for diversified emerging markets returns over the longer term.
Invesco favours contrarian view on Asia, emerging markets
Asia and emerging markets are fertile hunting grounds to capture opportunities before others do.
Where does the AI boom go from here?
Sharp rises in the shares of the tech giants have led the S&P500 into bull market territory this year, but there are questions about where we go from here.
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.
Global dividends hit record as European equities and banks lead the way
Total payouts rose 4.9% on a headline basis, according to research from Janus Henderson.
Emerging market equities show renewed promise
Fundamentals, corporate behaviour and valuations offer positive signs for emerging markets (EM) equities, believes M&G Investments.
