Regardless of the headwinds in 2022 so far, value stocks within emerging markets (EM) have held up relatively well with an eye on the dormant recovery potential, according to AllianceBernstein (AB).
Category: Asset managers
Inflation offers new potential for infrastructure
An inflationary environment and the move to renewable energy sources bode well for certain infrastructure assets, according to BNY Mellon Investment Management (BNY Mellon IM).
T Rowe Price favours Asia credit
The investment manager believes Indonesia and India credits present better opportunities than China amid volatility.
Macro risks require nimble response
The confluence of risks stemming from inflation, recessionary fears and geopolitics calls on investors to stay nimble and seize any opportunities that rise, says Eastspring Investments.
Pictet WM pinpoints opportunities amid volatility
Volatility will remain an investment theme with pockets of equities and fixed income worth watching, according to Pictet Wealth Management.
Axa IM backs allocations to Asian assets
More stable fund flows and intact structural investment themes in the region bode well for equities and credit, says Axa Investment Managers.
China could prove fertile ground for bargain hunters
And as the growth vs value debate rumbles on – investors could be better served seeking quality
Investors to bear more responsibility for biodiversity
Responsible investors can help tackle the biodiversity crisis through a variety of solutions, according to Axa Investment Managers.
Barings backs Asian equities amid volatility
Several themes are shaping the outlook for Asian equities, from regulatory crackdowns and localised lockdowns in China, to supply chain disruptions and rising inflation.
Pimco reveals three ways to hedge inflation risk
Emerging market currencies, green energy and real estate provide attractively-priced inflation hedges to make portfolios more resilient, according to Pimco.
