Higher corporate earnings as the economy recovers underpins China stocks, according to Robeco.
Category: Asset managers
Fidelity rotates into recovery stocks
The re-opening of economies next year provides opportunities in unfavoured sectors, according to Fidelity International.
UBS AM banks on economic recovery
In a low yield environment, investors are advised to look at alternative sources of income, according to UBS Asset Management.
ASI picks Asia as a Covid survivor
A fast response to coronavirus and positive structural trends will support Asian assets next year, according to Aberdeen Standard Investments (ASI).
Invesco manager avoids Southeast Asia equities
Digitalisation, premiumisation, experience, urbanisation and wellness are driving the Asia consumption story.
JPMAM confident on China healthcare theme
Import substitution and market consolidation is transforming China’s healthcare sector, according to JP Morgan Asset Management.
A look at Eastspring’s ESG bond matrix
A proprietary, risk-based ESG approach provides downside protection and generates superior performance, according to an Eastspring fixed income fund manager.
Not so ‘sexy’ companies outperform in Asean
While the market is not dominated by tech leaders, investors can find growth opportunities in underpenetrated sectors, such as the consumer space.
Schroders nears full ESG integration
Schroders is nearing complete integration of ESG across its entire portfolio of assets –but it’s not about to stop there, says global head of product, solutions and quant Carolina Minio-Paluello
Schroders turns cautious towards China stocks
The firm’s China mixed-asset product has slightly trimmed down its equity allocation.
