An inflationary environment and the move to renewable energy sources bode well for certain infrastructure assets, according to BNY Mellon Investment Management (BNY Mellon IM).
Category: Asset Class in Focus
T Rowe Price favours Asia credit
The investment manager believes Indonesia and India credits present better opportunities than China amid volatility.
Macro risks require nimble response
The confluence of risks stemming from inflation, recessionary fears and geopolitics calls on investors to stay nimble and seize any opportunities that rise, says Eastspring Investments.
Pictet WM pinpoints opportunities amid volatility
Volatility will remain an investment theme with pockets of equities and fixed income worth watching, according to Pictet Wealth Management.
Axa IM backs allocations to Asian assets
More stable fund flows and intact structural investment themes in the region bode well for equities and credit, says Axa Investment Managers.
Shifting social trends weigh on issuers
As the views and preferences of consumers on social issues change, so too does the credit risk associated with companies in certain sectors, according to Fitch.
China could prove fertile ground for bargain hunters
And as the growth vs value debate rumbles on – investors could be better served seeking quality
Schroders supports 60/40 portfolio approach
As investors assess whether the conventional allocation split still make sense, Schroders believes bonds will still provide portfolio benefits even if equity-bond correlations remain positive.
Barings backs Asian equities amid volatility
Several themes are shaping the outlook for Asian equities, from regulatory crackdowns and localised lockdowns in China, to supply chain disruptions and rising inflation.
HSBC AM promotes Asia multi asset-head
Onat will succeed Denis Gould, who is retiring in late August this year.
