The firm is also positive on India equities, an asset class other investment managers have recently snubbed.
Category: Asset Class in Focus
Best and worst China equity funds of the decade
Active funds shone in a decade of poor performance for China indices and their trackers.
The coronavirus: A buying opportunity?
Historical data suggests that epidemics do not impact markets long-term.
Best and worst bond funds of the decade
During a decade of US dollar strength and historically low interest rates, bond investors were paid to move down the credit curve.
Citi PB looks for dividend-growers
Citi Private Bank’s Apac strategists focus on income generation and Asia’s long-term potential, while expecting lower market returns this year.
Trade dispute low risk for US equities, Allianz GI says
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.
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.
