A-share tech firms will benefit from consumer and productivity upgrades in China, according to the Asia specialist asset manager.
Category: Asset managers
Mirova expects ESG growth in Apac
The specialist sustainable investment firm sets its sights on the rise of ESG adoption in Asia-Pacific.
JPMAM still positive on healthcare and tech
On the fixed income front, JP Morgan AM prefers risk assets, including high yield and emerging market debt.
Federated Hermes hedges credit bets
An unconstrained credit strategy maximises total returns throughout the market cycle, according to Federated Hermes International.
T Rowe advises growth and value strategy
Asset allocators must closely monitor the progress of the coronavirus vaccine to determine whether the investment environment is “Covid-on or Covid-off”, according to T Rowe Price.
Robeco keeps faith in China equities
Higher corporate earnings as the economy recovers underpins China stocks, according to Robeco.
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.
