The current economic environment is constructive towards both equities and fixed income, believes JP Morgan Asset Management (JPMAM).
Category: Equities
Investors keep close eye on EM equities
PGIM is advocating selective exposure to emerging market (EM) equities – including China – across growth leaders and fintech firms.
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.
BNY Mellon remains cautious on Chinese equities
Given the strong US dollar and economic slowdown in developed markets, the outlook for emerging markets (EM) remains tricky, said BNY Mellon Investment Management (BNY Mellon IM).
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.
Investing in value to pre-empt soft-landing
Companies with resilient income and predictable cash flow are likely to be robust in the second half of this year, says the UBS Global Wealth Management chief investment office (UBS GWM CIO).
Diversity driving equity returns
Investors in companies with policies that promote diversity, equity and inclusion (DEI) are likely to find a new source of return potential, according to AllianceBernstein (AB).
Domestic recovery to drive China equities
Deutsche Bank International Private Bank (IPB) identifies three drivers that may lead to the outperformance of the asset class in the second half of this year.
Small caps offer way to play inflation
Investors looking at asset class behaviour and potential hedges in an inflationary environment should look to a mix of small caps, commodities and real assets, according to Franklin Templeton.
Private equity risk breeds new potential
Although the private equity industry is facing multiple challenges, Schroders sees new pockets of opportunity emerging.
