Investors should look for contrarian areas when buying Asian stocks, said the asset manager.
Category: Asset managers
Macro uncertainty calls for agility and diversification
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Sushil Wadhwani, chief investment officer at PGIM Wadhwani, discusses the role of macro strategies within a portfolio.
AXA IM: Robotech could be resilient during potential downturn
AXA IM identifies two areas within robotech that are likely to weather the recessionary storm.
UBP: hedge funds and bonds ‘front and centre’ in 2023
UBP picks hedge funds and fixed income to shine in 2023.
abrdn sees opportunities in China
The UK asset manager shared five investment themes in China that it overweighs in 2023.
China’s reopening policies boost market confidence
Short-term sentiment has been boosted after the Chinese government announced plans to relax restrictions, said market observers.
HSBC AM bets on Asia reopening
Despite the global slowdown in growth, most Asian economies and asset classes will benefit from broader reopening, said the British asset manager.
Schroders identifies major sustainability trends for 2023
Current macroeconomic trends buttress the drive towards sustainability.
Invesco bets on US investment grade bonds
Tightening monetary policy is unlikely to continue throughout 2023, said the asset manager.
China outlook remains uncertain but inflation may surprise in 2023
As China’s economy reopens, its impact on global markets cannot be understated.
