And as the growth vs value debate rumbles on – investors could be better served seeking quality
Category: Industry views
Investors to bear more responsibility for biodiversity
Responsible investors can help tackle the biodiversity crisis through a variety of solutions, according to Axa Investment Managers.
Barings backs Asian equities amid volatility
Several themes are shaping the outlook for Asian equities, from regulatory crackdowns and localised lockdowns in China, to supply chain disruptions and rising inflation.
Pimco reveals three ways to hedge inflation risk
Emerging market currencies, green energy and real estate provide attractively-priced inflation hedges to make portfolios more resilient, according to Pimco.
Abrdn eyes Asian sustainability trends
Energy transition and economic equality are expected to provide investment opportunities for investors in the region.
Fidelity favours dividend-based Asia strategy
Investing in dividend-paying stocks offers access to attractive yields and diversity versus a typical Asia growth fund, according to Fidelity International.
Pinebridge expects a China property rebound
The US asset manager also favours carbon credits and commodities for carry as it expects real yields to continue to rise.
Schroders puts bond yields under the spotlight
Despite wafer-thin margins of safety from longer-dated yields, Schroders identifies relative value fixed income opportunities.
Impact bonds come under greater scrutiny
Amid the growth in the impact bond market, investors need to be mindful of the potential risk of impact washing, according to Insight Investment.
M&G tips value for long-awaited comeback
The fund manager identifies key reasons why investors should look at the current value rally as more than just a blip.
