Green bonds increasingly offer investors both positive climate impact and returns, according to Axa Investment Managers (Axa IM).
Category: Industry views
Collapse of crypto makes investors nervous
Those looking to outsmart inflation might want to avoid this volatile asset class.
Fidelity sees appeal in long duration assets
In line with the US Federal Reserve’s rate cycle, Fidelity International favours long duration bonds as both a source of income and diversification.
TRP bets on tactical tilts to fight inflation
Investors seeking durable real growth amid changing inflation dynamics need to tactically adjust their asset allocation, according to T Rowe Price (TRP).
Emerging nations offer compelling case for clean energy
The drive to decarbonise will lead to a growing number of companies in developing nations providing a wider range of renewable solutions, according to BNY Mellon Investment Management (BNY IM).
Schroders targets long-term in Asia tech
Although Asian semiconductor and IT stocks have had a turbulent few months, Schroders sees the sector as a long-term winner.
Pictet AM reduces exposure to Chinese equities
The country’s worst covid outbreak is causing disruption to the economy.
Value investors eye renewed potential in Asia
Market dynamics support value investing in the region, with cyclical, old economy and financial stocks the likely beneficiaries, according to Eastspring Investments.
Barings goes private for portfolio protection
Private debt portfolios can be constructed to help investors achieve diversification and manage risks such as inflation, rising rates and geopolitical conflict, according to Barings.
UBS identifies four top sustainable investing themes
The Swiss bank believes energy, cybersecurity, food, and climate should be the key focus for ESG investors.
