Low fixed income yields are forcing multi-asset funds to explore different strategies.
Category: Multi-asset
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.
Singapore securities firm onboards funds on new platform
They include products managed by the “big names”.
DBS PB raises $1.2bn for income, ESG strategies
Launched in October, the ESG product alone raised $512m.
M&G expects ‘more of the same’
The themes of last year will dominate 2021, but a narrow consensus view means investors should be cautious, according to the UK-based asset manager.
HSBC launches Asia high income fund
The multi-asset product aims to earn income from Asian high yield credit, Asian equities, listed property, and equity option premia.
T Rowe advises growth and value strategy
Asset allocators must closely monitor the progress of the coronavirus vaccine to determine whether the investment environment is “Covid-on or Covid-off”, according to T Rowe Price.
Schroders turns cautious towards China stocks
The firm’s China mixed-asset product has slightly trimmed down its equity allocation.
DBS PB’s barbell strategy returns 7% this year
In contrast, mixed-asset products offered by third-party fund managers have only returned around 0-2% so far this year.
