Emerging markets (EM) look more promising than developed markets for equities investors, according to Pictet Asset Management (Pictet AM).
Category: Asset managers
Where are the opportunities as Asia’s ESG revolution gathers pace?
Green AUM in the region forecast to hit $500bn by 2025.
Investment grade yields compelling for investors
Credit investors have waited many years for today’s more attractive yield levels. But slowing growth and recessionary fears may lead to them missing new opportunities, says AllianceBernstein (AB).
Fidelity favours Chinese government bonds
The strategic case for China government bonds has been reinforced despite tough market conditions, according to Fidelity International.
Blackrock warns against investor bias
Three common behavioural biases have the potential to derail portfolios amid a new, volatile market regime, according to Blackrock.
Investors should not overlook traditional assets
The current economic environment is constructive towards both equities and fixed income, believes JP Morgan Asset Management (JPMAM).
Investors turn attention to infrastructure
High inflation and net zero targets are key contributors to infrastructure assets looking more attractive to a growing number of investors, according to ClearBridge Investments.
Principal backs ESG funds to outperform conventional products
China tech, infrastructure and renewables are the potential winners for the second half of the year, says Principal Hong Kong.
Tapping into renewed value in bonds
Investors like Pimco which believe central banks will ultimately get control of inflation in the coming years are starting to get paid more.
Invesco sees bright spots in market outlook
Signs are emerging in the current environment that offer investors scope for optimism, including easing supply chain pressures and positive economic markers in China, according to Invesco.
