Asia and emerging markets are fertile hunting grounds to capture opportunities before others do.
Category: Asset Class in Focus
Where does the AI boom go from here?
Sharp rises in the shares of the tech giants have led the S&P500 into bull market territory this year, but there are questions about where we go from here.
Passive funds suffer pitfalls in short-dated credit
Fidelity International sees passive funds as sub-optimal for exposure to high-quality short-dated credit.
Japanese equities show medium-term promise
Ongoing efforts to improve corporate capital efficiency in Japan create a constructive medium-term backdrop for stock investors, according to Columbia Threadneedle Investments.
Global dividends hit record as European equities and banks lead the way
Total payouts rose 4.9% on a headline basis, according to research from Janus Henderson.
Which funds have exposure to Country Garden?
Morningstar data show the seven funds in Hong Kong and six in Singapore that have exposure to China’s embattled property developer.
Longer duration bonds to see renewed demand
Allianz Global Investors sees opportunities emerging in government bonds as tightening cycles mature.
Emerging market equities show renewed promise
Fundamentals, corporate behaviour and valuations offer positive signs for emerging markets (EM) equities, believes M&G Investments.
Capital Group: Investors are asking the ‘wrong question’ about recession
The desynchronisation of the global economy means that different industries are on different economic paths currently.
Fidelity looks past China woes with cautious optimism
Attractive valuations, government commitments and targeted policy support offer hope for a measured recovery.
