Doug Forsyth, CIO for growth and income strategies at Allianz Global Investors, expects US corporate earnings to be positive, which should drive the equity market this year.
Category: Asset Class in Focus
UBP recommends looking outside of the US
The combination of monetary and fiscal policies globally should help drive corporate earnings.
Thai investors take profits from foreign investments
In 2019, Thai investors favoured domestic fund products, despite their lower returns compared with foreign investments, according to Morningstar.
Pictet promotes an environmental theme
The Geneva-based asset manager believes that strong investment returns can be earned without damaging the planet.
BNPP Wealth: take more risk in 2020
Global bond yields are expected to be low and the wealth manager recommends tilting toward dividend-paying equities.
UBS WM sees bull market continuing
Familiar headwinds will unsettle markets this year, but strong corporate earnings growth will provide opportunities, according to execs from UBS Global Wealth Management.
Geopolitics to shake Asia bond market, says Western Asset
In 2020, the direction of US-China relations will drive volatility in the Asian bond market, according to a fund manager at the Legg Mason affiliate.
ASI beats the drum for A-shares
Structural changes in consumer behaviour as well as attractive valuations should support China’s domestic stock markets, despite another year of volatility, according to ASI’s China equity head.
EMs are not a growth play, says Blackrock
Investors misunderstand emerging market equities by focussing on structural growth rather than the real opportunities for generating alpha, according to Blackrock.
ASI bullish on EM bonds
Robust economic growth and interest rate cuts should support emerging market bonds this year, but several risks loom in the background, according to Aberdeen Standard Investments (ASI).
