The attraction of the asset class amid a higher-for-longer scenario is set to grow further if consumer strength fades.
Category: Asset Class in Focus
Aviva Investors: High yield valuations ‘make sense’
Aviva Investors’ Sunita Kara makes the contrarian case for high yield currently.
Commodities to gain as investment landscape shifts
Pimco is positive on the asset class given its historical correlation with inflation, supply constraints and the low-carbon transition.
Three value equity themes to watch
Investment opportunities will emerge in the coming months from a brighter-than-expected US macroeconomy, exposure to real assets and reforms in Japan, said Franklin Templeton.
Asian credit to reward investors for rest of 2023
Schroders sees the region’s growth outlook and other tailwinds as key drivers for Asian credit as an attractive asset class.
Global dividend investing – growth with resilience
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Josh Duitz, head of global income at abrdn, makes the case for dividend funds.
PGIM urges active approach to global bonds
Different economic growth cycles across geographies globally call for fixed income investors to be selective to find alpha.
Amundi introduces income strategies to Asian investors
Amundi has introduced three income strategies in Singapore and three strategies in Hong Kong.
T Rowe Price’s Chan: ‘we are seeing interest for IG only mandates’
Sheldon Chan also details the reasons for the fund’s outperformance so far this year.
Apac real estate offers mixed outlook for investors
Investors with a long-term view can still find opportunities in specific themes, say CBRE and DWS.
