The region’s comparatively early economic recovery from Covid-19 offers pockets of opportunity for investors, says UBS Asset Management (UBS AM).
Category: Asset managers
New data sources offer untapped ESG insights for EM
Investors in emerging markets (EM) should apply artificial intelligence (AI) to unstructured data for better ESG analysis, says a report from Amundi and the International Finance Corporation (IFC).
Improving dividend picture fails to boost equity income sector
The long-term underperformance of global equity income funds is significant.
Quality counts for investors in Chinese stocks
Despite regulatory and geopolitical headwinds, investors should focus on fundamentals and target industry leaders in key sectors set to seize on the volatility, says Aberdeen Standard Investments.
New era of innovation drives thematic tilts
The acceleration of various trends amid Covid-19 enables investors to exploit tech-led progress within certain areas of healthcare, manufacturing and lifestyle, among other sectors, says Schroders.
Three steps to make ESG matter in Asian credit
Effective ESG integration in credit investing will come from a blend of fundamental analysis, issuer engagement and portfolio construction, according to T. Rowe Price.
JPMAM turns cautious on Asia stocks
The asset manager sees several headwinds facing Asian equity markets.
Impact strategies gain traction
The decarbonisation journey is just starting, according to Ninety One’s Deirdre Cooper.
Home-grown Chinese brands offer long-term equity plays
National pride and China’s dual circulation policy bode well for the auto sector, as well as for consumer brands such as sportswear, cosmetics, skincare and infant milk formula, says Credit Suisse.
Pitfalls of alternative income assets
Scarcity of yield has caused a lot of capital to chase relatively few assets and left valuations stretched.
