The desynchronisation of the global economy means that different industries are on different economic paths currently.

The desynchronisation of the global economy means that different industries are on different economic paths currently.
Demographics, decarbonisation and deglobalisation are each compelling sources of new investment opportunities.
Aviva Investors’ Sunita Kara makes the contrarian case for high yield currently.
Schroders sees the region’s growth outlook and other tailwinds as key drivers for Asian credit as an attractive asset class.
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Josh Duitz, head of global income at abrdn, makes the case for dividend funds.
Different economic growth cycles across geographies globally call for fixed income investors to be selective to find alpha.
Expectations of improving corporate margins after the latest US earnings bode well for sectors such as tech, said BlackRock.
Sheldon Chan also details the reasons for the fund’s outperformance so far this year.
Investors with a long-term view can still find opportunities in specific themes, say CBRE and DWS.
High yield managers are looking instead at Macau gaming, Indian renewable energy and Indonesian corporate credits.
Part of the Mark Allen Group.