Emerging market currencies, green energy and real estate provide attractively-priced inflation hedges to make portfolios more resilient, according to Pimco.
Category: Asset Class in Focus
Fidelity favours dividend-based Asia strategy
Investing in dividend-paying stocks offers access to attractive yields and diversity versus a typical Asia growth fund, according to Fidelity International.
Green growth set to boost equities
Performance and potential will continue to be strong drivers of green equities within global portfolios, according to research from FTSE Russell.
Pinebridge expects a China property rebound
The US asset manager also favours carbon credits and commodities for carry as it expects real yields to continue to rise.
Schroders puts bond yields under the spotlight
Despite wafer-thin margins of safety from longer-dated yields, Schroders identifies relative value fixed income opportunities.
Impact bonds come under greater scrutiny
Amid the growth in the impact bond market, investors need to be mindful of the potential risk of impact washing, according to Insight Investment.
M&G tips value for long-awaited comeback
The fund manager identifies key reasons why investors should look at the current value rally as more than just a blip.
Green bonds gain ground on conventional debt
Green bonds increasingly offer investors both positive climate impact and returns, according to Axa Investment Managers (Axa IM).
Collapse of crypto makes investors nervous
Those looking to outsmart inflation might want to avoid this volatile asset class.
Fidelity sees appeal in long duration assets
In line with the US Federal Reserve’s rate cycle, Fidelity International favours long duration bonds as both a source of income and diversification.
