Investing in infrastructure should generate reliable and growing cashflows while embracing future trends, argues M&G Investments.
Category: Asset Class in Focus
Opportunities in Asia credit
International investors should take advantage of recent weakness in Asian bond markets, according to Eastspring Investments.
Barings is bullish on private debt market
The investment manager believes the low interest rate environment will drive institutional and high net-worth investors to the private debt market.
Yield in a growth world
Covid and a decade of loose monetary policy have battered income investors.
China property crisis on the boil
The Chinese property industry is in hot water with the third major Chinese real estate company failing to repay its maturing notes in less than a month.
Lyxor switches China ETF to ESG index
The ETF will be the largest ESG fund listed on the Singapore exchange with $328m of AUM.
Taking a thematic approach to harness disruption
Thematic ETFs allow investors to tap into rapid advancements in technology and changing consumer preferences that are disrupting traditional paradigms in sectors, industries and the wider economy – especially in China, according to Global X ETFs.
Manulife backs Singapore bonds
Fixed income assets denominated in Singapore dollars generate stable and higher yields, argues Manulife Investment Management.
Morningstar likes China consumer and utility sectors
The firm has identified several stocks from four sectors as good opportunities, despite ongoing regulatory tightening.
Jupiter AM’s gold fever
Jupiter Asset Management sees gold as an alternative investment that provides long-term value and an inflation hedge.