Corporate earnings are recovering, and earnings and dividends growth are highly correlated, according to JP Morgan Asset Management (JPMAM).
Category: Asset Class in Focus
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.
SSGA sets sights on growth assets
As investors continue to focus on the need for yield, State Street Global Advisors (SSGA) is overweight risk assets, especially equities and corporate debt.
HEAD-TO-HEAD: Dimensional versus Ninety One
FSA compares two global equity products: the Dimensional Global Core Equity Fund and the Ninety One Global Strategic Equity Fund.
Disruption driving Asian equities
In a post-Covid Asia, capital investments in smart infrastructure, digitisation, automation and environmental imperatives will shape the equities landscape, says Pinebridge Investments.
China bonds to lure yield-hunters
Investors seeking opportunities to capitalise on China’s robust growth path should look at domestic fixed income as the bond market continues to open wider, says Schroders.
Mutual Fund Top Trumps – Greater China equities
This week FSA presents a quick comparison of two Greater China equities products: the Allianz All China Equity Fund and the JP Morgan Greater China Fund.
Deutsche Bank backs North Asia equities
Investors should be allocating to Asia ex-Japan equities rather than developed market stocks over the next six- to 12-months, according to Deutsche Bank International Private Bank (IPB).
