The fund manager identifies key reasons why investors should look at the current value rally as more than just a blip.
Category: Asset Class in Focus
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.
TRP bets on tactical tilts to fight inflation
Investors seeking durable real growth amid changing inflation dynamics need to tactically adjust their asset allocation, according to T Rowe Price (TRP).
Robeco unveils sustainable Asian bonds strategy
The asset manager also plans to expand its regional presence.
Emerging nations offer compelling case for clean energy
The drive to decarbonise will lead to a growing number of companies in developing nations providing a wider range of renewable solutions, according to BNY Mellon Investment Management (BNY IM).
Mutual Fund Top Trumps – China Equities
This week FSA presents a quick comparison of two China equity products: the Allianz China A-Shares Fund and the Schroder ISF China A Fund.
Schroders targets long-term in Asia tech
Although Asian semiconductor and IT stocks have had a turbulent few months, Schroders sees the sector as a long-term winner.
Pictet AM reduces exposure to Chinese equities
The country’s worst covid outbreak is causing disruption to the economy.