Commodities, private markets and emerging markets will drive investor returns over the next five years, according to Pictet Asset Management (Pictet AM).
Category: Asset Class in Focus
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.
Private equity risk breeds new potential
Although the private equity industry is facing multiple challenges, Schroders sees new pockets of opportunity emerging.
Schroders favours commodities and alts amid recession risks
Investors should be exposed to oil and gold to diversify their portfolios with a view to a bleaker future.
Asean markets begin to reverse decade-long underperformance
JP Morgan Asset Management (JPMAM) expects the region to remain strong this year due to pent up local demand and post-Covid reopening.
Stars aligning for Japanese equities
Margin growth, capital reduction from higher dividends and buybacks, and accelerated M&A trends all bode well for shareholder returns, according to M&G.
T Rowe Price bets on China reopening stocks
The prolonged Covid pandemic and stringent regulations are creating investment opportunities for investors in the long term, said the asset manager.
