Not only do current levels of valuation dispersion suggest that value has plenty of upside – it can also offer protection in frothy markets, according to Schroders.
Category: Asset managers
Allocating to equities through an earnings lens
Despite general bullishness on the economy for the second half of 2021 and beyond, investors need to focus on corporate earnings, according to T. Rowe Price.
Covid boost to digital trends
Coronavirus is fostering new opportunities across healthcare, industrials, government spending and changing consumer behavior, say investors.
Asian high yield mispriced credits
Various macro and market dynamics justify exposure to segments of regional high yield debt, says Axa Investment Managers (Axa IM).
Thematic approach to climate change
Despite strong momentum behind the energy transition theme, much more investment is needed in targeted areas to achieve climate goals, according to BNP Paribas Asset Management (BNPP AM).
Getting ahead of the China growth curve
Investors should look beyond the lull in Chinese stocks and boost exposure to A-shares to reap growth-related rewards over time – and before index providers catch up, says Schroders.
China set for core role in global portfolios
The growing appeal of Chinese assets to foreign investors will result in overweight positions in domestic equities and bonds going forward, argues Amundi Asset Management.
Active engagement drives ESG returns in China
Investors should aim to build rapport with management teams in China as a key way to effect positive ESG change and reap the rewards, says Aberdeen Standard Investments (ASI).
Ways to re-engage with energy transition
Themes such as clean energy generation, transmission and distribution, energy storage, energy efficiency and clean mobility offer strong growth prospects for investors, says Schroders.
Emerging markets face headwinds
The biggest problem may be that risk appetite doesn’t revive and they struggle to draw in cautious investors.
