The desynchronisation of the global economy means that different industries are on different economic paths currently.
Category: Asset managers
Schroders tips three themes for strategic allocations
Demographics, decarbonisation and deglobalisation are each compelling sources of new investment opportunities.
Aviva Investors: High yield valuations ‘make sense’
Aviva Investors’ Sunita Kara makes the contrarian case for high yield currently.
Asian credit to reward investors for rest of 2023
Schroders sees the region’s growth outlook and other tailwinds as key drivers for Asian credit as an attractive asset class.
Global dividend investing – growth with resilience
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.
PGIM urges active approach to global bonds
Different economic growth cycles across geographies globally call for fixed income investors to be selective to find alpha.
US earnings support selective stock buying
Expectations of improving corporate margins after the latest US earnings bode well for sectors such as tech, said BlackRock.
T Rowe Price’s Chan: ‘we are seeing interest for IG only mandates’
Sheldon Chan also details the reasons for the fund’s outperformance so far this year.
Apac real estate offers mixed outlook for investors
Investors with a long-term view can still find opportunities in specific themes, say CBRE and DWS.
High yield managers look beyond China property
High yield managers are looking instead at Macau gaming, Indian renewable energy and Indonesian corporate credits.
