Despite growing fears of stagflation, Schroders sees selective stock opportunities by focusing on companies with pricing power and on long-term drivers of growth.
Category: Equities
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.
Asean markets begin to reverse decade-long underperformance
JP Morgan Asset Management (JPMAM) expects the region to remain strong this year due to pent up local demand and post-Covid reopening.
Stars aligning for Japanese equities
Margin growth, capital reduction from higher dividends and buybacks, and accelerated M&A trends all bode well for shareholder returns, according to M&G.
T Rowe Price bets on China reopening stocks
The prolonged Covid pandemic and stringent regulations are creating investment opportunities for investors in the long term, said the asset manager.
Food shortages feed new investor appetite
The innovation and investments needed to feed a growing global population in the face of climate change and geopolitical conflict are creating new opportunities, according to Franklin Templeton.
