Widespread efforts to tackle climate change offer unprecedented investment opportunities amid five key themes based on China’s 14th Five-year Plan, says DWS.
Category: Asset managers
Ten themes to watch for equity portfolios
Emerging Asia, healthcare and the environment are included in Schroders’ top stock themes for the rest of 2021 and beyond.
Three themes to drive sustainable bond investing in Asia
Climate change, corporate governance and an ageing population are the most appealing sustainability themes in Asia for fixed income investors, according to Manulife Investment Management.
ESG 2.0 offers route to untapped alpha
Investors should apply ESG analysis to identify long-term structural growth opportunities and returns, especially in Asia, according to Matthews Asia.
Will stay-at-home stocks still be relevant in a post-Covid world?
Valuations have also become expensive.
Blackrock trusts China’s ESG commitment
The world’s biggest asset manager is confident that Chinese companies are improving ESG practices and disclosures.
JPMAM trims EM in multi-asset portfolios
Cyclical markets in Asia, such as Japan, are expected to outperform.
Are environmental funds just satellite products?
DBS, Ninety One and TT International discuss the role of environmental strategies in an investor’s portfolio.
Equities in a sweet spot, JPMAM says
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.
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.
