The innovation and investments needed to feed a growing global population in the face of climate change and geopolitical conflict are creating new opportunities, according to Franklin Templeton.
Category: Industry views
Healthcare stocks offer defence against inflation
Janus Henderson Investors (JHI) sees opportunities in underappreciated, late-stage development and early-stage commercial stocks in the healthcare sector.
Schroders backs selective stock buying
Following a difficult period for global shares, Schroders says investors need to watch the latest earnings season, both for opportunities as well as clouds.
Value revival in EM equities suggests recovery potential
Regardless of the headwinds in 2022 so far, value stocks within emerging markets (EM) have held up relatively well with an eye on the dormant recovery potential, according to AllianceBernstein (AB).
HSBC GPB sets out diversification strategy
The wealth manager focuses on quality earnings among global equities, and is positive on credit.
Inflation offers new potential for infrastructure
An inflationary environment and the move to renewable energy sources bode well for certain infrastructure assets, according to BNY Mellon Investment Management (BNY Mellon IM).
T Rowe Price favours Asia credit
The investment manager believes Indonesia and India credits present better opportunities than China amid volatility.
Macro risks require nimble response
The confluence of risks stemming from inflation, recessionary fears and geopolitics calls on investors to stay nimble and seize any opportunities that rise, says Eastspring Investments.
Pictet WM pinpoints opportunities amid volatility
Volatility will remain an investment theme with pockets of equities and fixed income worth watching, according to Pictet Wealth Management.
Axa IM backs allocations to Asian assets
More stable fund flows and intact structural investment themes in the region bode well for equities and credit, says Axa Investment Managers.
