China equity funds were the star attraction in the first half of the year, according to Morningstar.
Category: Asset Class in Focus
Investors want better quality
The current macro backdrop will focus investors on quality, both in income and companies, as well as on alternative assets, as they plan their portfolios for the rest of 2021, says Franklin Templeton.
Risks of income funds
Too often income funds reach into capital to pay high distributions, according to Morningstar.
Pinebridge backs developed market recovery
Rising vaccination rates and supportive fiscal policies should underpin risk assets, despite inflation fears.
Pictet WM bets on alternatives
Inflation fuelled by climate change regulations will weigh on conventional asset classes, warns Pictet Wealth Management.
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.
