Emerging markets (EMs) are underinvested despite being the leading energy consumers, said the asset manager.
Category: Asset managers
WTW backs inflation sensitive assets
Real assets and commodities are likely to outperform, according to Willis Towers Watson (WTW).
Recent selloff in Chinese stocks presents opportunities
The regulatory assault on China’s $100bn private education industry could lead to consolidation in the sector, according to BNP Paribas Asset Management.
UBS AM favours Asia tech
Investors should ride out short-term volatility and retain faith in long-term tech trends, according to a UBS Asset Management (AM).
Asean sees positive sentiment shift
Following recent underperformance in the region as a result of the impact of the pandemic, the longer-term outlook is now looking brighter, according to Eastspring Investments.
NNIP urges portfolio caution
Fixed income and equity portfolios need to prepare as question marks emerge over economic growth, according to NN Investment Partners (NNIP).
Global equities face choppy waters
As policy and liquidity tensions build, there is a growing threat they will disrupt the apparent calm in stock markets, according to T. Rowe Price.
Barings backs HY rising stars
$200bn of HY bonds are likely to migrate back to the IG market, according to Barings.
DWS backs private infrastructure
Global economic recovery is underpinning transport and power demand, while digital infrastructure is continuing to expand, says DWS.
Apac investors fear inflation
Although most Apac investors feel optimistic about economic growth and stock markets, they will adjust their portfolios to counter rising inflation, according to a UBS Global Wealth Management (GWM) survey.