In a post-Covid Asia, capital investments in smart infrastructure, digitisation, automation and environmental imperatives will shape the equities landscape, says Pinebridge Investments.
Category: Asset managers
China bonds to lure yield-hunters
Investors seeking opportunities to capitalise on China’s robust growth path should look at domestic fixed income as the bond market continues to open wider, says Schroders.
Deutsche Bank backs North Asia equities
Investors should be allocating to Asia ex-Japan equities rather than developed market stocks over the next six- to 12-months, according to Deutsche Bank International Private Bank (IPB).
Blackrock bets on Asia recovery
Risk assets in the region will be supported by structural trends and a cyclical upturn, according to the US fund manager.
Multi-pronged routes to value
Investors need to understand how to combine the many ways to approach value investing and the various qualities of growth-oriented companies, according to a Franklin Templeton webinar.
Diversifying with alternative strategies
Ultra-low interest rates have altered investment strategies, with a nimbler and higher risk approach becoming more common, said speakers at FSA’s ‘Spotlight On: Alternatives’ event.
EM impact strategies face challenges
Investors must assess each sector’s potential to deliver both positive impact and returns in disparate emerging markets (EM), says UBP Asset Management (UBP AM).
DWS bullish on Asia earnings growth
The asset manager’s CIO expects emerging Asia to be the most promising investment region over the next 12 months and longer term.
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.
