The current economic environment is constructive towards both equities and fixed income, believes JP Morgan Asset Management (JPMAM).
Category: Asset Class in Focus
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.
Tapping into renewed value in bonds
Investors like Pimco which believe central banks will ultimately get control of inflation in the coming years are starting to get paid more.
Investors to scrutinise green property bonds
The real sustainability of green bond issuance in the property sector needs to be assessed carefully, according to BNY Mellon Investment Management (BNY Mellon IM).
Investors must beware low equity valuations
Expectations of persistent pressure both on markets and economic growth will create a challenging environment for stocks as corporate profits suffer, according to DWS.
M&G eyes income potential amid record inflation
The sell-off in bonds in 2022 has created a compelling case to pick up certain assets at attractive prices, with wider spreads potentially cushioning further rate rises, according to M&G Investments.
BNY Mellon remains cautious on Chinese equities
Given the strong US dollar and economic slowdown in developed markets, the outlook for emerging markets (EM) remains tricky, said BNY Mellon Investment Management (BNY Mellon IM).
