Asset managers Archives - Page 27 of 68

European equities offer more than a China play

Banks, semiconductors and ‘green capex’ offer some appealing opportunities in Europe.

Neuberger Berman looks outside conventional stock names to search for alpha.

Asia small caps, energy, the Federal Reserve and deglobalisation are some of the areas touched on by industry experts in April.

In choppy and uncertain markets, absolute return funds offer potential for positive returns.

The asset manager thinks that businesses in the US are more equipped to withstand the tough macro environment.

Uncertainties in growth and recession risks favour income generating assets, said JP Morgan Asset Management.

Companies in another region will come to rescue when dividend payouts in a given economy are impacted by recession, said abrdn.

Rising interest rates and a weakening US dollar will benefit emerging market assets, especially in Asia, Manulife said.

AllianzGI believes investors should capitalise on the market volatility stirred up by recent Sino-US tensions.

Investors should look at increasing high-quality debt exposure as the economy heads south.