Investors can weather high inflation and slower growth via selective Asian credits as well as equities in areas like sustainability and innovation, says Manulife Investment Management (Manulife IM).
Category: Asset managers
Fidelity backs Asian and China high yield
Investors in regional high yield markets can expect Asia to be relatively resilient to global headwinds, with China to stimulate its economy, according to Fidelity International.
Blockchain creates new scope for investors
The ever-wider business application of the blockchain ledger system offers investment opportunities way beyond cryptocurrencies, according to BNY Mellon Investment Management (BNY Mellon IM).
Investing in value to pre-empt soft-landing
Companies with resilient income and predictable cash flow are likely to be robust in the second half of this year, says the UBS Global Wealth Management chief investment office (UBS GWM CIO).
Investors find new entry points in Asian bonds
Peaking bond yields, measured rate hikes in Asia and robust regional corporates make it an appealing time to buy local bonds, according to Eastspring Investments.
T Rowe Price urges more flexible bond buying
With the past decade probably a poor guide for bond markets going forward, T Rowe Price believes investors can capture new opportunities by being flexible and focusing on volatility management.
Portfolios brace for persistent inflation
China’s zero-Covid policy, rising commodity prices and a resurgent service sector are three reasons why Schroders believes inflation is here to stay for the time being.
Diversity driving equity returns
Investors in companies with policies that promote diversity, equity and inclusion (DEI) are likely to find a new source of return potential, according to AllianceBernstein (AB).
Pictet predicts allocation shake-up
Commodities, private markets and emerging markets will drive investor returns over the next five years, according to Pictet Asset Management (Pictet AM).
Pimco prioritises resilience over yield
The dynamics of shorter business cycles, higher volatility and diminished policy responses warrant a focus on portfolio resilience rather than a search for yield, according to Pimco.
