With leading indicators for China suggesting only a temporary economic slowdown, there is reason for optimism in terms of the fixed income and equity markets, according to Pictet Asset Management (Pictet AM).
Category: Fixed Income
T Rowe Price reflects on China credit
The US asset manager is wary of risks among Chinese property developers and state-owned enterprises (SOEs).
Value Partners bets on strong structural growth names
Technology hardware and Chinese healthcare equities should outperform during the rest of the year, said the asset manager.
Amundi launches EM green bond fund
The fund is the first emerging market-focused green bond fund approved in Hong Kong.
Barings backs HY rising stars
$200bn of HY bonds are likely to migrate back to the IG market, according to Barings.
Duration to drive bond returns
As recovery in the bond markets persists in the face of growth and inflation, rotating from credit to duration will provide returns during the coming quarters, says PGIM Fixed Income.
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.
Risks of income funds
Too often income funds reach into capital to pay high distributions, according to Morningstar.
Valuations hint at credit caution
Credit markets are generally expensive and the upside to returns is limited, according to Axa Investment Managers (Axa IM).
