Attractive opportunities can be found in income strategies amid rising inflation and higher interest rates, according to Eastspring Investments.
Category: Industry views
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.
JPMAM adds risk to fixed income strategy
This year’s bond market fall offers attractive entry levels for the firm’s income fund.
Asean to benefit from Covid recovery
Eastspring identifies three post-pandemic opportunities that are emerging in the region.
Decarbonisation to endure inflation spike
Investors can expect three themes to shape long-term portfolios: decarbonisation, defence and deglobalization, according to Columbia Threadneedle Investments (CTI).
