The sell-off in bonds in 2022 has created a compelling case to pick up certain assets at attractive prices, with wider spreads potentially cushioning further rate rises, according to M&G Investments.
Category: Asset managers
BNY Mellon remains cautious on Chinese equities
Given the strong US dollar and economic slowdown in developed markets, the outlook for emerging markets (EM) remains tricky, said BNY Mellon Investment Management (BNY Mellon IM).
Strong issuers support bright high yield outlook
Solid long-term fundamentals, extended maturity runways and high valuations are three reasons for investors to consider high yield (HY) corporate bonds, according to AllianceBernstein (AB).
Global equities to reward patient investors
Despite growing fears of stagflation, Schroders sees selective stock opportunities by focusing on companies with pricing power and on long-term drivers of growth.
Diversity in green bonds lures more investors
A more varied universe of green bonds has led to a greater breadth of risk profiles to reward investors who understand how to assess the market, according to Axa Investment Managers (Axa IM).
AllianzGI backs Chinese stocks
The internet, property and energy sectors are likely to perform in the second half of this year, said the German asset manager.
Resilience and growth to steer Asian portfolios
Investors can weather high inflation and slower growth via selective Asian credits as well as equities in areas like sustainability and innovation, says Manulife Investment Management (Manulife IM).
Fidelity backs Asian and China high yield
Investors in regional high yield markets can expect Asia to be relatively resilient to global headwinds, with China to stimulate its economy, according to Fidelity International.
Blockchain creates new scope for investors
The ever-wider business application of the blockchain ledger system offers investment opportunities way beyond cryptocurrencies, according to BNY Mellon Investment Management (BNY Mellon IM).
Investing in value to pre-empt soft-landing
Companies with resilient income and predictable cash flow are likely to be robust in the second half of this year, says the UBS Global Wealth Management chief investment office (UBS GWM CIO).
