The real sustainability of green bond issuance in the property sector needs to be assessed carefully, according to BNY Mellon Investment Management (BNY Mellon IM).
Category: Asset managers
Investors brace for turning point in markets
The coming quarter could be pivotal in determining the trajectory for markets and economies over the next few years, with Fidelity International expecting the start of a ‘great reset’.
Investors must beware low equity valuations
Expectations of persistent pressure both on markets and economic growth will create a challenging environment for stocks as corporate profits suffer, according to DWS.
M&G eyes income potential amid record inflation
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.
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).
