Higher inflation and expectations of rising interest rates have now been largely priced in by bond markets, it says.
Category: Asset managers
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.
Gold regains its shine during crisis
The yellow metal is becoming an irreplaceable asset to diversify portfolios, argues Schroders.
Invesco favours liquid assets amid geopolitical tensions
Cash and money market instruments are expected to perform well, said the investment manager.
