The Frankfurt based asset manager remains cautiously optimistic for its one-year outlook and expects growth rates to normalise at around pre-Covid levels in 2023.
Category: Asset Class in Focus
Gold investing in green portfolios
Including the lustrous metal in a decarbonising portfolio can have a positive climate impact, according to the World Gold Council.
Evergrande’s woes spread
More Chinese property companies are in trouble and suffering credit downgrades.
Fidelity buys into China’s new growth story
Uncertainty has created discounted investment opportunities for stock pickers, according to Fidelity International.
The future of mobility
A wave of revolutionary new technologies is set to transform the way we travel from A to B. Thaiha Nguyen, a Baillie Gifford investment manager, takes an in-depth look at the business of personal transport on the brink of change.
DBS doesn’t write off China
There are plenty of investment opportunities in China amid the regulatory onslaught and Sino-US trade war, according to the Singapore bank.
Patience needed to weather China volatility storm
Chinese markets will stay unstable for the rest of the year as policy makers’ intentions remain uncertain, says JP Morgan Asset Management’s (JPMAM) Apac strategist.
T Rowe Price seeks durable companies
The Baltimore-based asset manager believes high inflation to be temporary, and it tilts towards technology companies.
Southbound bond connect off to a steady start
The long-delayed launch of the southbound channel saw $619m of volume on the first day of trading.
Tech WELLcovered | Work reimagined
To drive long-term investment excellence, investors need a more holistic mindset to uncovering investable opportunities within the tech and innovation space. Looking beyond the technology itself and examining the multifaceted impact of innovation on our lives may be the key to future-proofing and unlocking portfolio potential.
