Higher rates are not yet fully priced into stock markets, warns Columbia Threadneedle’s Anwiti Bahuguna.
Category: Equities
China to allow dual class shares in Stock Connect
China takes a further step in the broadening out of its share trading initiative with Hong Kong.
HEAD-TO-HEAD: Blackrock versus Schroders
FSA compares two UK equity products: the BlackRock GF United Kingdom Fund and the Schroder ISF UK Equity Fund.
Invesco maintains overweight stance on bonds
US-headquartered asset manager also lays out constructive stance on China equities during fourth quarter outlook.
HEAD-TO-HEAD: Brown Advisory and Pictet
FSA compares two international equity products: the Brown Advisory Global Leaders Fund and the Pictet Global Thematic Opportunities Fund.
Credit Suisse underweights equity
Investors should be prudent and reduce risk given that central banks will likely turn dovish soon.
Investors eye value in mid-cap stocks
There is a growing case for US mid-cap stocks for those investors seeking exposure to value equities, according to AllianceBernstein (AB).
Fidelity backs Asia’s structural growth story
Investors should keep in mind the long-term appeal of Asia and take a patient, disciplined approach to capture quality, according to Fidelity.
abrdn favours high dividend stocks
Economic recovery and higher cash levels will boost dividend pay-outs this year, believes the asset manager.
