Pandemic induced distortions are set to normalise as economic recovery continues next year.
Category: Asset managers
Credit Suisse backs European and Japanese stocks
Investors should overweight the beneficiaries of reopening, according to Credit Suisse.
UBS GWM favours equities over bonds
Eurozone and Japanese equities will likely outperform their peers next year, said the Swiss wealth manager.
JPMAM prefers actively managed products
Rising inflation in the post-pandemic world means that beta alone can’t deliver the returns investors want, according to JP Morgan Asset Management .
DWS optimistic on Asia
Asian equities will bounce back as countries in the region reopen, said the asset manager.
Blackrock advises investing in China now
Investors should gain exposure as both China equities and fixed income are undervalued, said Blackrock.
Alternative funds set for further growth
An EY survey finds the alternative funds industry has deftly navigated pandemic-related disruption and is now gaining new momentum.
Fidelity is bullish on Asia equities
Even during a period of volatility, equites are still the best asset class, according to Fidelity International.
Franklin Templeton backs private equity for ESG investing
Asia’s “top-down” economies also help make “policy changes more effective”, said the asset manager.
Franklin Templeton favours energy bonds
The energy sector will remain robust in the short-term, fuelled by global demand, according to fixed income experts.