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.
Investors to strike more balance to mitigate recession
In trying to navigate uncertainty over both inflation and growth, Schroders believes a diversified portfolio is the best approach for the coming months.
Eastspring eyes recovery for China A shares
Chinese equities look poised to benefit from an economic rebound in the coming months, especially in sectors linked to electrification and technology, according to Eastspring Investments.
BNY Mellon favours exposure to electric vehicles
The industry will be further boosted by product innovation and government efforts to drive sustainability, according to the asset manager.
Investors cautiously optimistic on China stocks
Economic recovery and stimulus measures offer a supportive backdrop for Chinese equities. But Barings warns investors that volatility could remain in the near term.
Emerging markets show resilience amid selloffs
Emerging markets (EM) look more promising than developed markets for equities investors, according to Pictet Asset Management (Pictet AM).
US small caps and tech stocks top performance charts in July
Investors betting central banks may be more reluctant to rise rates as economic growth weakens.