High inflation and net zero targets are key contributors to infrastructure assets looking more attractive to a growing number of investors, according to ClearBridge Investments.
Category: Industry views
Principal backs ESG funds to outperform conventional products
China tech, infrastructure and renewables are the potential winners for the second half of the year, says Principal Hong Kong.
Tapping into renewed value in bonds
Investors like Pimco which believe central banks will ultimately get control of inflation in the coming years are starting to get paid more.
Invesco sees bright spots in market outlook
Signs are emerging in the current environment that offer investors scope for optimism, including easing supply chain pressures and positive economic markers in China, according to Invesco.
Investors to scrutinise green property bonds
The real sustainability of green bond issuance in the property sector needs to be assessed carefully, according to BNY Mellon Investment Management (BNY Mellon IM).
Investors brace for turning point in markets
The coming quarter could be pivotal in determining the trajectory for markets and economies over the next few years, with Fidelity International expecting the start of a ‘great reset’.
Investors must beware low equity valuations
Expectations of persistent pressure both on markets and economic growth will create a challenging environment for stocks as corporate profits suffer, according to DWS.
M&G eyes income potential amid record inflation
The sell-off in bonds in 2022 has created a compelling case to pick up certain assets at attractive prices, with wider spreads potentially cushioning further rate rises, according to M&G Investments.
BNY Mellon remains cautious on Chinese equities
Given the strong US dollar and economic slowdown in developed markets, the outlook for emerging markets (EM) remains tricky, said BNY Mellon Investment Management (BNY Mellon IM).
Strong issuers support bright high yield outlook
Solid long-term fundamentals, extended maturity runways and high valuations are three reasons for investors to consider high yield (HY) corporate bonds, according to AllianceBernstein (AB).
