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).
Category: Asset managers
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.
Brand-hooked Asia to fuel luxury boom
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).
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.
