$200bn of HY bonds are likely to migrate back to the IG market, according to Barings.
Category: Asset managers
DWS backs private infrastructure
Global economic recovery is underpinning transport and power demand, while digital infrastructure is continuing to expand, says DWS.
Apac investors fear inflation
Although most Apac investors feel optimistic about economic growth and stock markets, they will adjust their portfolios to counter rising inflation, according to a UBS Global Wealth Management (GWM) survey.
Schroders bets on European recovery
Rising corporate earnings will support European stocks, according to Schroders’ multi-asset team.
JOHCM takes China profits
A strongly performing JOHCM Asia ex-Japan fund has pared back its bets on China and built a hefty exposure to India equities.
Natixis expects further equity gains
Post-pandemic sectors will continue to shine, according to Natixis Investment Managers (IM)
Matthews Asia keeps faith in corporate China
Despite tougher regulatory scrutiny, China’s private sector will continue to offer investment opportunities, says Matthews Asia.
Duration to drive bond returns
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.
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.
