Companies with resilient income and predictable cash flow are likely to be robust in the second half of this year, says the UBS Global Wealth Management chief investment office (UBS GWM CIO).
Category: Asset Class in Focus
Investors find new entry points in Asian bonds
Peaking bond yields, measured rate hikes in Asia and robust regional corporates make it an appealing time to buy local bonds, according to Eastspring Investments.
Apac real estate to offer robust returns
Strong regional economies will support rental housing, logistics and central city-based ESG-compliant offices as attractive sectors over the next year, according to PGIM Real Estate.
T Rowe Price urges more flexible bond buying
With the past decade probably a poor guide for bond markets going forward, T Rowe Price believes investors can capture new opportunities by being flexible and focusing on volatility management.
Diversity driving equity returns
Investors in companies with policies that promote diversity, equity and inclusion (DEI) are likely to find a new source of return potential, according to AllianceBernstein (AB).
Pictet predicts allocation shake-up
Commodities, private markets and emerging markets will drive investor returns over the next five years, according to Pictet Asset Management (Pictet AM).
Pimco prioritises resilience over yield
The dynamics of shorter business cycles, higher volatility and diminished policy responses warrant a focus on portfolio resilience rather than a search for yield, according to Pimco.
Duration to help portfolios weather downturn
As recession risks grow, investors should consider adding duration to their portfolios, according to Fidelity International.
Domestic recovery to drive China equities
Deutsche Bank International Private Bank (IPB) identifies three drivers that may lead to the outperformance of the asset class in the second half of this year.
Small caps offer way to play inflation
Investors looking at asset class behaviour and potential hedges in an inflationary environment should look to a mix of small caps, commodities and real assets, according to Franklin Templeton.
