Lombard Odier is advising investors to have a balanced portfolio consisting of cyclical and growth stocks.
Category: Asset Class in Focus
Fidelity rotates into recovery stocks
The re-opening of economies next year provides opportunities in unfavoured sectors, according to Fidelity International.
Blackrock expects transitional year
The world’s largest asset manager is optimistic about Asian risk assets in 2021.
UBS AM banks on economic recovery
In a low yield environment, investors are advised to look at alternative sources of income, according to UBS Asset Management.
HK’s distributors seek thematic strategies, NB says
They are also looking to add RMB-denominated products on their platforms.
ESG credit risks more prevalent in EM
Most emerging market public-sector ESG citations made by Moody’s were for debt issuers in Mexico, followed by China and Brazil.
Fidelity rides on 5G theme
The firm changed the strategy of its global communications offering, which is expected to roll out in Singapore.
Invesco manager avoids Southeast Asia equities
Digitalisation, premiumisation, experience, urbanisation and wellness are driving the Asia consumption story.
Making a case for Asian credit
On a risk-adjusted basis, Asian fixed income offer the best returns across the global credit spectrum, according to a Gam Investments fund manager.
Korea’s sustainable funds see massive inflows in Q3
NH-Amundi’s newly launched product contributed around 36% of the inflows, according to Morningstar.
