Asset Class in Focus Archives - Page 78 of 183

DBS overweight US and European equities

DBS said it will stay overweight US and European equities due to negative real rates and elevated equity risk premium (ERP).

The Hong Kong-based asset manager suggests investors can sail through inflation with a mixed asset investment strategy.

The preparation work will take approximately six months to complete.

The country’s securities regulator has extended the scope of the Shanghai-London Stock Connect scheme.

The firm advises investors to lend to resilient companies in defensive sectors.

Emerging market and high yield credit should offer opportunities, according to the asset manager.

Investors should focus on beneficiaries of China’s new growth model.

The asset manager recommends hedging inflationary risk with the two asset classes.

The Boston-based firm sees the Sino-US rivalry and China’s regulatory tightening as major risks in the country.

Asian stocks, especially those in the sustainability space, are still undervalued, says the Dutch asset manager.