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.
Category: Asset managers
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.
Pinebridge backs Asia HY credit
It has been a recurring theme since interest rates collapsed a year ago, and Asian high yield credit retains supporters
Transition tilt to offer alpha for climate investors
Beyond mere exclusion, investors should focus on those companies well-placed to transition to a lower-carbon world and offering goods and services for climate change mitigation, says Aviva Investors.
Asia grasps the ESG baton
Demand for ESG strategies is reaching critical mass among mainstream investors, according to Natixis Investment Managers.
Speculation over Spacs requires cautious stance
Longer term investors need to be patient as the market for Special Purpose Acquisition Companies (Spacs) undergoes much-needed maturity, believes Amundi Asset Management.
