Investors can expect three themes to shape long-term portfolios: decarbonisation, defence and deglobalization, according to Columbia Threadneedle Investments (CTI).
Category: Asset managers
Barings maps out fixed income response to rising rates
Floating rate assets and short-duration strategies offer the potential to mitigate the risk of rising rates and inflation, according to Barings.
Janus Henderson: Short-dated bonds offer best protection
Higher inflation and expectations of rising interest rates have now been largely priced in by bond markets, it says.
JPMAM favours Asia cyclical stocks and infrastructure
Asian equities are poised to bounce back as economies reopen, says the asset manager’s Apac strategist.
Pimco urges liquid portfolios
In a global economy clouded by uncertainty and rising recessionary risk, portfolio flexibility can enable investors to be prepared as well as nimble, says Pimco.
New China policy to shore up investor sentiment
Recent pro-market, pro-growth messages should stem fears and give investors reason to view China favourably longer term, says Fidelity International.
DBS backs alternatives to sail through uncertainty
The bank’s chief investment office favours gold and private assets for the second quarter of this year.
Climate and social goals shape NNIP’s investments
There is a correlation between investing in businesses that aim to deliver sustainable outcomes and achieving consistently attractive returns, says NN Investment Partners.
Q&A with Columbia Threadneedle Investments
FSA spoke with Nicolas Robin, portfolio manager, Columbia Threadneedle Investments at the Fund Selector Asia Investment Forum Thailand.
Three major trends for green bonds in 2022
Better data disclosure and standardisation in ESG investing will boost fixed income product offerings, said Eastspring Investments.
