The asset manager’s CIO expects emerging Asia to be the most promising investment region over the next 12 months and longer term.
Category: Asset managers
Investors eye quality in EM equities
Emerging market (EM) equities are poised for a strong earnings rebound, especially quality companies capable of managing the volatility in these economies, according to Matthews Asia.
Will music royalties become an alternative investment norm?
The asset class shares the investment characteristics of real estate, according to an expert.
Brand-hooked Asia to fuel luxury boom
Asia’s growing affluence and the consumer preferences of its younger population bode well for opportunities in the luxury sector over the coming months, according to GAM Investments (Gam).
Barings expects persistent commodities demand
Structural trends appear to support longer term opportunities in natural resources, from decarbonisation to renewable energy, according to the UK firm.
Citi PB bets on unstoppable trends
Despite the recent sell-off in new technology sectors, their growth trajectory is assured, according to Citi Private Bank’s Asia Pacific strategist.
Schroders takes long-term view on value
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.
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).
