Four cyclical and three secular drivers support emerging market (EM) equities, according to Gam Investments.
Category: Equities
Citi PB repositions portfolios for post-pandemic recovery
The underperforming equities of 2020 could become the winners this year, according to Citi Private Bank’s Asia investment strategist.
ETFs halt purchases of blacklisted China stocks
Blackrock and State Street Global Advisors (SSGA) will make no new investments in three Chinese telecommunication companies included in the US sanctioned list.
SSGA backs US and China equities
Economic resiliency will be re-tested this year, and the US and China will be key to global recovery, according to State Street Global Advisors (SSGA).
MSIM offers Asia strategy in HK
The strong performing product aims to complement a similar global equity opportunities fund.
JPMAM still positive on healthcare and tech
On the fixed income front, JP Morgan AM prefers risk assets, including high yield and emerging market debt.
Maitri sees huge opportunities in climate change investments
The multi-family office has also identified four other key investment themes.
Robeco keeps faith in China equities
Higher corporate earnings as the economy recovers underpins China stocks, according to Robeco.
Will the tech rally continue in 2021?
Lombard Odier is advising investors to have a balanced portfolio consisting of cyclical and growth stocks.
Fidelity rotates into recovery stocks
The re-opening of economies next year provides opportunities in unfavoured sectors, according to Fidelity International.
