But if earnings hold up and a recession is avoided, a substantial decline in equity markets ‘remains unlikely’.
Category: Industry views
NNIP identifies seven sustainable equities themes
High-quality companies with a sustainability edge exist across value chains in decarbonisation, circular plastics and cybersecurity, according to NN Investment Partners (NNIP).
ETF inflows shore up gold
The price of the yellow metal has been resilient to the sharp rise in US real rates, because of demand for gold exchange-traded funds (ETFs), believes Pictet Wealth Management.
Asian Reits and dividends hold income appeal
Attractive opportunities can be found in income strategies amid rising inflation and higher interest rates, according to Eastspring Investments.
Fidelity hones asset selection amid stagflation fear
Near-term uncertainty over global growth coupled with risks of stagflation should steer investors away from credit and equities broadly, but into some pockets of opportunity, says Fidelity International.
Metaverse tipped for bigger role in portfolios
As the universe of companies exposed to the metaverse expands and evolves, stock selection will be crucial to capitalise on this trend, says Axa Investment Managers (Axa IM).
Are Chinese and Japanese equities poised for a turnaround?
Significantly divergent monetary policies could give them an edge over western economies.
Volatility enhances energy transition equities
The driving forces behind the energy transition remain intact despite multiple macro-economic crises, believes Schroders.
DWS backs asset mix to tap Asia rebound
The region will outperform in the second half of 2022 amid a general reopening of economies – and fuelled by China’s growth and stock market, predicts DWS.
Inverted yield curve muddies recession outlook
But equity investors should not be running for cover yet, according to optimistic asset managers.
