Four cyclical and three secular drivers support emerging market (EM) equities, according to Gam Investments.
Category: Asset Class in Focus
Citi PB repositions portfolios for post-pandemic recovery
The underperforming equities of 2020 could become the winners this year, according to Citi Private Bank’s Asia investment strategist.
ETFs halt purchases of blacklisted China stocks
Blackrock and State Street Global Advisors (SSGA) will make no new investments in three Chinese telecommunication companies included in the US sanctioned list.
Pictet AM joins Asian income rush
Pictet Asset Management this week announced the launch of the Pictet Asian Bond Income, in a move to expand its Hong Kong-domiciled fund product range.
HSBC launches Asia high income fund
The multi-asset product aims to earn income from Asian high yield credit, Asian equities, listed property, and equity option premia.
SSGA backs US and China equities
Economic resiliency will be re-tested this year, and the US and China will be key to global recovery, according to State Street Global Advisors (SSGA).
MSIM offers Asia strategy in HK
The strong performing product aims to complement a similar global equity opportunities fund.
JPMAM still positive on healthcare and tech
On the fixed income front, JP Morgan AM prefers risk assets, including high yield and emerging market debt.
Federated Hermes hedges credit bets
An unconstrained credit strategy maximises total returns throughout the market cycle, according to Federated Hermes International.
Your Questions Answered by Federated Hermes Impact Opportunities
Your Questions Answered: A quarterly Q&A series featuring the top 10 questions that clients and prospective clients ask our investment teams.
