A low and rising inflation regime will support risk assets, while making holding government bonds hard to justify, according to JP Morgan Asset Management’s (JPMAM) Apac strategist.
Category: Asset managers
Will Asia’s dividend-paying companies recover this year?
Value Partners expects corporate earnings in the region to grow 25%, which should increase equity dividends.
Apac investors remain risk-averse
Cash and cash-like assets are the most in-demand investment option, a Pimco report finds.
Covid puts ESG credentials under scrutiny
There will be an increasing focus on responsible investing in the post-pandemic world, according to First Sentier Investors.
Gam picks Asia bonds over the rest
Asia has the best emerging market opportunities as global economies enter the recovery phase, according to the Zurich-based asset manager.
M&G favours EM debt
Valuations of high yield emerging market sovereign and corporate bonds are still attractive despite significant spread tightening, according to the UK asset manager.
Impact investing should be ‘mission-driven’, Regnan says
Ex-Federated Hermes team is bringing its new impact strategy to Asia. Regnan is also hiring Fidelity PMs to manage a sustainable water and waste strategy.
Don’t count out technology, Global X says
Investors are concerned about US President Biden’s plan of increasing corporate taxes, which are expected to hit the growthier parts of the market.
M&G expects ‘more of the same’
The themes of last year will dominate 2021, but a narrow consensus view means investors should be cautious, according to the UK-based asset manager.
Gam bets on emerging markets
Four cyclical and three secular drivers support emerging market (EM) equities, according to Gam Investments.
