On the fixed income front, JP Morgan AM prefers risk assets, including high yield and emerging market debt.
Category: Asset managers
Federated Hermes hedges credit bets
An unconstrained credit strategy maximises total returns throughout the market cycle, according to Federated Hermes International.
T Rowe advises growth and value strategy
Asset allocators must closely monitor the progress of the coronavirus vaccine to determine whether the investment environment is “Covid-on or Covid-off”, according to T Rowe Price.
Robeco keeps faith in China equities
Higher corporate earnings as the economy recovers underpins China stocks, according to Robeco.
Fidelity rotates into recovery stocks
The re-opening of economies next year provides opportunities in unfavoured sectors, according to Fidelity International.
UBS AM banks on economic recovery
In a low yield environment, investors are advised to look at alternative sources of income, according to UBS Asset Management.
ASI picks Asia as a Covid survivor
A fast response to coronavirus and positive structural trends will support Asian assets next year, according to Aberdeen Standard Investments (ASI).
Invesco manager avoids Southeast Asia equities
Digitalisation, premiumisation, experience, urbanisation and wellness are driving the Asia consumption story.
JPMAM confident on China healthcare theme
Import substitution and market consolidation is transforming China’s healthcare sector, according to JP Morgan Asset Management.
A look at Eastspring’s ESG bond matrix
A proprietary, risk-based ESG approach provides downside protection and generates superior performance, according to an Eastspring fixed income fund manager.