Henry Loh, head of Asia credit at abrdn, explains why he is less bearish on China than some of his peers.
Category: Asset Class in Focus
Europe’s resilience creates allure for stock buyers
State Street Global Advisors says investors should look closer at the region as it continues to surprise favourably despite recent economic and geopolitical challenges.
Is an equity-bond market correlation ‘the new normal’?
Equities and bonds moving in ‘virtual lockstep’ over the last year has ‘huge asset allocation implications’.
Global lens offers improved emerging market returns
Eastspring Investments says investors with exposure to Asian equities should also look globally for diversified emerging markets returns over the longer term.
BlackRock backs short-term bonds for the long term
The world’s largest asset manager is upping exposure to short-term sovereign bonds and downgrading credit in the long run.
Investors weigh economic outlook for bond allocations
Fixed income portfolios should assess different risk scenarios to inform investment decisions for corporate bonds, says Schroders.
Invesco favours contrarian view on Asia, emerging markets
Asia and emerging markets are fertile hunting grounds to capture opportunities before others do.
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.
