JP Morgan Asset Management remains confident about structural trends in the region.
Category: Asset Class in Focus
Headwinds fail to dampen China’s long-term appeal
Its economy is still growing, albeit more slowly, and the government has plenty of levers left to pull.
Alternatives as an inflation hedge
Exposure to commodities could mitigate risks for multi-asset managers.
Global ESG bonds annual issuance to triple by 2025
China to remain dominant in EM ESG bond issuance through 2023, according to Pictet Asset Management.
China bonds have diversification benefits
Western Asset identifies three markets with attractive bond investment opportunities in Asia.
T Rowe Price maintains overweight on Chinese equities
Beijing’s monetary easing policies could make China markets a profitable contrarian trade.
Asian equities approaching turning point
DWS believes markets will be turbulent, but its base scenario remains positive.
Why the big tech rout is not over yet
But there is a difference between growth-at-any price tech and growth tech at a reasonable price.
RBC WM sees strong economic growth to support US equities
RBC Wealth Management likes the financials, energy and information technology sectors.
Morgan Stanley supports value rotation
Growth and US equities are most exposed to rising yields, argues the investment manager.