Asia’s growing affluence and the consumer preferences of its younger population bode well for opportunities in the luxury sector over the coming months, according to GAM Investments (Gam).
Category: Asset managers
Barings expects persistent commodities demand
Structural trends appear to support longer term opportunities in natural resources, from decarbonisation to renewable energy, according to the UK firm.
Citi PB bets on unstoppable trends
Despite the recent sell-off in new technology sectors, their growth trajectory is assured, according to Citi Private Bank’s Asia Pacific strategist.
Schroders takes long-term view on value
Not only do current levels of valuation dispersion suggest that value has plenty of upside – it can also offer protection in frothy markets, according to Schroders.
Allocating to equities through an earnings lens
Despite general bullishness on the economy for the second half of 2021 and beyond, investors need to focus on corporate earnings, according to T. Rowe Price.
Covid boost to digital trends
Coronavirus is fostering new opportunities across healthcare, industrials, government spending and changing consumer behavior, say investors.
Asian high yield mispriced credits
Various macro and market dynamics justify exposure to segments of regional high yield debt, says Axa Investment Managers (Axa IM).
Thematic approach to climate change
Despite strong momentum behind the energy transition theme, much more investment is needed in targeted areas to achieve climate goals, according to BNP Paribas Asset Management (BNPP AM).
Getting ahead of the China growth curve
Investors should look beyond the lull in Chinese stocks and boost exposure to A-shares to reap growth-related rewards over time – and before index providers catch up, says Schroders.
China set for core role in global portfolios
The growing appeal of Chinese assets to foreign investors will result in overweight positions in domestic equities and bonds going forward, argues Amundi Asset Management.
