Inflation fuelled by climate change regulations will weigh on conventional asset classes, warns Pictet Wealth Management.
Category: Asset Class in Focus
Valuations hint at credit caution
Credit markets are generally expensive and the upside to returns is limited, according to Axa Investment Managers (Axa IM).
Schroders backs digital networks
New investment opportunities are expected to emerge from the need to modernise digital infrastructure in the wake of Covid-19, according to Schroders.
Pictet AM sees bright spot in China bonds
The double whammy of slowing growth and rising inflation is dampening equity and credit opportunities, but Chinese government bonds offer potential, says Pictet Asset Management (Pictet AM).
Invesco pins hopes on East-West recovery shift
While China’s economic rebound stalls and the US economy holds steady, Invesco favours European and emerging market equities.
Natixis backs equities
Market conditions look supportive for developed market equities for the rest of 2021, with fixed income more likely to be effective for risk management, says Natixis Investment Managers.
JPMAM makes case for income stocks
Corporate earnings are recovering, and earnings and dividends growth are highly correlated, according to JP Morgan Asset Management (JPMAM).
Asian equities face inflation balancing act
With inflation pressures expected to weigh on the post-pandemic recovery, investors need to consider policy direction when targeting Asian equities, according to Axa Investment Managers (Axa IM).
Mutual Fund Top Trumps – US equities
This week FSA presents a quick comparison of two US equities products: the MFS Meridian US Value Fund and the Morgan Stanley US growth Fund.
Fidelity targets China and tech exposure
Selected China A-shares and tech names will enable investors to weather inevitable bouts of higher inflation, geopolitical tensions and a strengthening US dollar, says Fidelity.
