Investors need to make careful stock choices to capitalise on the current attractive backdrop for growth-oriented assets, according to Pimco.
Category: Asset Class in Focus
Deutsche Bank IPB is positive about China markets
Despite headwinds, Chinese equities and bonds offer opportunities for investors this year, according to the German wealth manager.
Selectivity to drive equities
After upgrading its global growth forecast for 2021 and predicting stable rates in the US and Eurozone for the next 18 months, DWS favours Asia emerging market equities and key sub-sectors.
FIFs boost Thai fund industry
China equity funds were the star attraction in the first half of the year, according to Morningstar.
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.
