Private debt portfolios can be constructed to help investors achieve diversification and manage risks such as inflation, rising rates and geopolitical conflict, according to Barings.
Category: Asset managers
UBS identifies four top sustainable investing themes
The Swiss bank believes energy, cybersecurity, food, and climate should be the key focus for ESG investors.
AB builds barbell portfolio to earn income
Investors looking to generate returns in fixed income will be rewarded for either holding or adding to their positions, according to Alliance Bernstein (AB).
Jupiter urges systematic approach to biodiversity
As escalating climate risks deplete the world’s natural assets, investors need to factor biodiversity into their strategies, says Jupiter Asset Management (Jupiter AM).
Navigating through rate hikes
Asset managers shared their thoughts on how to position themselves amid higher inflation and slower global growth at the recent FSA Spotlight On: Equities event.
Quality stocks to flourish amid high inflation
Based on previous periods of high inflation, solid growth equities should deliver attractive performance, according to BNY Mellon Investment Management (BNY Mellon IM).
Genomics gain ground in investor portfolios
Investor interest in companies engaged in gene-based drug development is growing, according to Invesco.
Schroders targets tech-driven themes
Smart cities, healthcare innovation and automated manufacturing are key trends for investors to tap into within the thematic universe, says Schroders.
SSGA backs active, passive mix for climate investing
A combination of investment approaches is a more effective way for investors to mitigate risks and capture upside potential with climate investing, according to State Street Global Advisors (SSGA).
Neuberger Berman is cautious on equities
But if earnings hold up and a recession is avoided, a substantial decline in equity markets ‘remains unlikely’.
