As recovery in the bond markets persists in the face of growth and inflation, rotating from credit to duration will provide returns during the coming quarters, says PGIM Fixed Income.
Category: Asset managers
C-Reits set to be a game-changer
The recent listing of China real estate investment trusts (C-Reits) to finance infrastructure projects could mark the launch of vast new market, according to Eastspring Investments.
Mid-cycle expansion benefits equities
Investors need to make careful stock choices to capitalise on the current attractive backdrop for growth-oriented assets, according to Pimco.
Selectivity to drive equities
After upgrading its global growth forecast for 2021 and predicting stable rates in the US and Eurozone for the next 18 months, DWS favours Asia emerging market equities and key sub-sectors.
Investors want better quality
The current macro backdrop will focus investors on quality, both in income and companies, as well as on alternative assets, as they plan their portfolios for the rest of 2021, says Franklin Templeton.
Pinebridge backs developed market recovery
Rising vaccination rates and supportive fiscal policies should underpin risk assets, despite inflation fears.
Valuations hint at credit caution
Credit markets are generally expensive and the upside to returns is limited, according to Axa Investment Managers (Axa IM).
Schroders backs digital networks
New investment opportunities are expected to emerge from the need to modernise digital infrastructure in the wake of Covid-19, according to Schroders.
Aviva Investors stresses climate urgency
Investors need to pay closer attention to climate change and make it a more central focus within investment portfolios, according to Aviva Investors.
Invesco pins hopes on East-West recovery shift
While China’s economic rebound stalls and the US economy holds steady, Invesco favours European and emerging market equities.
