High yield debt seems to be better placed to navigate a recession than in the past, according to T Rowe Price.
Category: Industry views
BNY Mellon favours exposure to electric vehicles
The industry will be further boosted by product innovation and government efforts to drive sustainability, according to the asset manager.
Investors cautiously optimistic on China stocks
Economic recovery and stimulus measures offer a supportive backdrop for Chinese equities. But Barings warns investors that volatility could remain in the near term.
Emerging markets show resilience amid selloffs
Emerging markets (EM) look more promising than developed markets for equities investors, according to Pictet Asset Management (Pictet AM).
Where are the opportunities as Asia’s ESG revolution gathers pace?
Green AUM in the region forecast to hit $500bn by 2025.
Investment grade yields compelling for investors
Credit investors have waited many years for today’s more attractive yield levels. But slowing growth and recessionary fears may lead to them missing new opportunities, says AllianceBernstein (AB).
US small caps and tech stocks top performance charts in July
Investors betting central banks may be more reluctant to rise rates as economic growth weakens.
Fidelity favours Chinese government bonds
The strategic case for China government bonds has been reinforced despite tough market conditions, according to Fidelity International.
Blackrock warns against investor bias
Three common behavioural biases have the potential to derail portfolios amid a new, volatile market regime, according to Blackrock.
Investors should not overlook traditional assets
The current economic environment is constructive towards both equities and fixed income, believes JP Morgan Asset Management (JPMAM).
