Investors need to make careful stock choices to capitalise on the current attractive backdrop for growth-oriented assets, according to Pimco.
Category: Multi-asset
Pinebridge backs developed market recovery
Rising vaccination rates and supportive fiscal policies should underpin risk assets, despite inflation fears.
Asian equities face inflation balancing act
With inflation pressures expected to weigh on the post-pandemic recovery, investors need to consider policy direction when targeting Asian equities, according to Axa Investment Managers (Axa IM).
SSGA sets sights on growth assets
As investors continue to focus on the need for yield, State Street Global Advisors (SSGA) is overweight risk assets, especially equities and corporate debt.
Deutsche IPB unveils strategic income allocation funds
The products will tap into alternative income sources.
Schroders launches multi-themed fund
The Hong Kong-domiciled mixed asset product focuses on three structural trends.
HEAD-TO-HEAD: JP Morgan versus Schroders
FSA compares two multi-asset income products: the JP Morgan Multi Income Fund and the Schroder Asian Asset Income Fund.
The multi-asset alternative
Low fixed income yields are forcing multi-asset funds to explore different strategies.
Ten themes to watch for equity portfolios
Emerging Asia, healthcare and the environment are included in Schroders’ top stock themes for the rest of 2021 and beyond.
JPMAM trims EM in multi-asset portfolios
Cyclical markets in Asia, such as Japan, are expected to outperform.
