DBS said it will stay overweight US and European equities due to negative real rates and elevated equity risk premium (ERP).
Category: Asset managers
Barings expects private credit asset class to grow
The firm advises investors to lend to resilient companies in defensive sectors.
Affin Hwang AM launches infrastructure fund
The fund is a wholesale feeder product that provides Malaysian investors access to global income opportunities through listed infrastructure assets.
Manulife bets on sustainable 2022 recovery
Emerging market and high yield credit should offer opportunities, according to the asset manager.
M&G favours fixed income and infrastructure
The asset manager recommends hedging inflationary risk with the two asset classes.
Investment firms have incentives to fight climate change
Several factors are driving asset managers to take a role in the fight against climate change.
Blackrock overweights China and Japan
The asset manager’s investment institute also identifies three major investment themes.
Robeco is optimistic on Asia equities
Asian stocks, especially those in the sustainability space, are still undervalued, says the Dutch asset manager.
JP Morgan AM recommends income-oriented portfolio
The manager’s dividend fund is overweighting tech companies and European stocks.
Amundi unveils its “ESG Plan 2025”
Amundi launches a new social and climate action plan to accelerates its support of environmental transition.