Cash and cash-like assets are the most in-demand investment option, a Pimco report finds.
Category: Asset managers
Covid puts ESG credentials under scrutiny
There will be an increasing focus on responsible investing in the post-pandemic world, according to First Sentier Investors.
Gam picks Asia bonds over the rest
Asia has the best emerging market opportunities as global economies enter the recovery phase, according to the Zurich-based asset manager.
M&G favours EM debt
Valuations of high yield emerging market sovereign and corporate bonds are still attractive despite significant spread tightening, according to the UK asset manager.
Impact investing should be ‘mission-driven’, Regnan says
Ex-Federated Hermes team is bringing its new impact strategy to Asia. Regnan is also hiring Fidelity PMs to manage a sustainable water and waste strategy.
Don’t count out technology, Global X says
Investors are concerned about US President Biden’s plan of increasing corporate taxes, which are expected to hit the growthier parts of the market.
M&G expects ‘more of the same’
The themes of last year will dominate 2021, but a narrow consensus view means investors should be cautious, according to the UK-based asset manager.
Gam bets on emerging markets
Four cyclical and three secular drivers support emerging market (EM) equities, according to Gam Investments.
How to identify ‘genuine’ ESG funds?
Axa Investment Managers also highlighted investment opportunities in the ESG space.
SSGA backs US and China equities
Economic resiliency will be re-tested this year, and the US and China will be key to global recovery, according to State Street Global Advisors (SSGA).
