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.
Category: Asset managers
Gam bets on emerging markets
Four cyclical and three secular drivers support emerging market (EM) equities, according to Gam Investments.
How to identify ‘genuine’ ESG funds?
Axa Investment Managers also highlighted investment opportunities in the ESG space.
SSGA backs US and China equities
Economic resiliency will be re-tested this year, and the US and China will be key to global recovery, according to State Street Global Advisors (SSGA).
Matthews Asia stresses China small-cap potential
A-share tech firms will benefit from consumer and productivity upgrades in China, according to the Asia specialist asset manager.
Mirova expects ESG growth in Apac
The specialist sustainable investment firm sets its sights on the rise of ESG adoption in Asia-Pacific.
JPMAM still positive on healthcare and tech
On the fixed income front, JP Morgan AM prefers risk assets, including high yield and emerging market debt.
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.
