Rising corporate earnings will support European stocks, according to Schroders’ multi-asset team.
Category: Equities
JOHCM takes China profits
A strongly performing JOHCM Asia ex-Japan fund has pared back its bets on China and built a hefty exposure to India equities.
Matthews Asia keeps faith in corporate China
Despite tougher regulatory scrutiny, China’s private sector will continue to offer investment opportunities, says Matthews Asia.
Deutsche Bank IPB is positive about China markets
Despite headwinds, Chinese equities and bonds offer opportunities for investors this year, according to the German wealth manager.
Selectivity to drive equities
After upgrading its global growth forecast for 2021 and predicting stable rates in the US and Eurozone for the next 18 months, DWS favours Asia emerging market equities and key sub-sectors.
FIFs boost Thai fund industry
China equity funds were the star attraction in the first half of the year, according to Morningstar.
Investors want better quality
The current macro backdrop will focus investors on quality, both in income and companies, as well as on alternative assets, as they plan their portfolios for the rest of 2021, says Franklin Templeton.
Invesco pins hopes on East-West recovery shift
While China’s economic rebound stalls and the US economy holds steady, Invesco favours European and emerging market equities.
Natixis backs equities
Market conditions look supportive for developed market equities for the rest of 2021, with fixed income more likely to be effective for risk management, says Natixis Investment Managers.
JPMAM makes case for income stocks
Corporate earnings are recovering, and earnings and dividends growth are highly correlated, according to JP Morgan Asset Management (JPMAM).
