There are quality companies in China in sectors less impacted by regulation, according to Vontobel Asset Management.
Category: Asset managers
Identifying superior investment prospects
At the latest Fund Selector Asia Investment Briefing Hong Kong, FSSA, HSBC GAM and Lazard discussed Japan equities, multi-assets, and convertible bonds.
Jupiter AM prefers developed markets in Asia
Inflation will remain elevated in Asia Pacific next year, so companies with greater pricing power are likely to offer better returns, according to Jupiter Asset Management.
TRP finds opportunities in EM value and Asia credit
Pandemic induced distortions are set to normalise as economic recovery continues next year.
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.
