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.
Category: Equities
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).
Mutual Fund Top Trumps – US equities
This week FSA presents a quick comparison of two US equities products: the MFS Meridian US Value Fund and the Morgan Stanley US growth Fund.
Fidelity targets China and tech exposure
Selected China A-shares and tech names will enable investors to weather inevitable bouts of higher inflation, geopolitical tensions and a strengthening US dollar, says Fidelity.
HEAD-TO-HEAD: Dimensional versus Ninety One
FSA compares two global equity products: the Dimensional Global Core Equity Fund and the Ninety One Global Strategic Equity Fund.
Disruption driving Asian equities
In a post-Covid Asia, capital investments in smart infrastructure, digitisation, automation and environmental imperatives will shape the equities landscape, says Pinebridge Investments.
Mutual Fund Top Trumps – Greater China equities
This week FSA presents a quick comparison of two Greater China equities products: the Allianz All China Equity Fund and the JP Morgan Greater China Fund.
Deutsche Bank backs North Asia equities
Investors should be allocating to Asia ex-Japan equities rather than developed market stocks over the next six- to 12-months, according to Deutsche Bank International Private Bank (IPB).
Multi-pronged routes to value
Investors need to understand how to combine the many ways to approach value investing and the various qualities of growth-oriented companies, according to a Franklin Templeton webinar.
DWS bullish on Asia earnings growth
The asset manager’s CIO expects emerging Asia to be the most promising investment region over the next 12 months and longer term.
