Asset managers shared their thoughts on how to position themselves amid higher inflation and slower global growth at the recent FSA Spotlight On: Equities event.
Category: Equities
Quality stocks to flourish amid high inflation
Based on previous periods of high inflation, solid growth equities should deliver attractive performance, according to BNY Mellon Investment Management (BNY Mellon IM).
Genomics gain ground in investor portfolios
Investor interest in companies engaged in gene-based drug development is growing, according to Invesco.
Schroders targets tech-driven themes
Smart cities, healthcare innovation and automated manufacturing are key trends for investors to tap into within the thematic universe, says Schroders.
GSAM offers two new funds to Hong Kong retail investors
The Securities and Futures Commission authorised the products earlier this month.
Neuberger Berman is cautious on equities
But if earnings hold up and a recession is avoided, a substantial decline in equity markets ‘remains unlikely’.
Fidelity hones asset selection amid stagflation fear
Near-term uncertainty over global growth coupled with risks of stagflation should steer investors away from credit and equities broadly, but into some pockets of opportunity, says Fidelity International.
Are Chinese and Japanese equities poised for a turnaround?
Significantly divergent monetary policies could give them an edge over western economies.
Volatility enhances energy transition equities
The driving forces behind the energy transition remain intact despite multiple macro-economic crises, believes Schroders.
Inverted yield curve muddies recession outlook
But equity investors should not be running for cover yet, according to optimistic asset managers.
