Economic recovery and stimulus measures offer a supportive backdrop for Chinese equities. But Barings warns investors that volatility could remain in the near term.
Category: Asset Class in Focus
Emerging markets show resilience amid selloffs
Emerging markets (EM) look more promising than developed markets for equities investors, according to Pictet Asset Management (Pictet AM).
Investment grade yields compelling for investors
Credit investors have waited many years for today’s more attractive yield levels. But slowing growth and recessionary fears may lead to them missing new opportunities, says AllianceBernstein (AB).
US small caps and tech stocks top performance charts in July
Investors betting central banks may be more reluctant to rise rates as economic growth weakens.
Fidelity favours Chinese government bonds
The strategic case for China government bonds has been reinforced despite tough market conditions, according to Fidelity International.
Investors should not overlook traditional assets
The current economic environment is constructive towards both equities and fixed income, believes JP Morgan Asset Management (JPMAM).
Gold defies headwinds with 2022 recovery
Strong ETF inflows have driven increased demand for gold in the first six months of the year, despite a weaker second quarter, finds the latest quarterly report from the World Gold Council.
Despite headwinds, ESG continues to perform
The latest research from the Global Equities team at Federated Hermes indicates that despite market volatility and the energy crunch, ESG continues to be an effective performance indicator.
Investors keep close eye on EM equities
PGIM is advocating selective exposure to emerging market (EM) equities – including China – across growth leaders and fintech firms.
Investors turn attention to infrastructure
High inflation and net zero targets are key contributors to infrastructure assets looking more attractive to a growing number of investors, according to ClearBridge Investments.
