Although Asian semiconductor and IT stocks have had a turbulent few months, Schroders sees the sector as a long-term winner.
Category: Industry views
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.
AB builds barbell portfolio to earn income
Investors looking to generate returns in fixed income will be rewarded for either holding or adding to their positions, according to Alliance Bernstein (AB).
Jupiter urges systematic approach to biodiversity
As escalating climate risks deplete the world’s natural assets, investors need to factor biodiversity into their strategies, says Jupiter Asset Management (Jupiter AM).
Navigating through rate hikes
Asset managers shared their thoughts on how to position themselves amid higher inflation and slower global growth at the recent FSA Spotlight On: Equities event.
Quality stocks to flourish amid high inflation
Based on previous periods of high inflation, solid growth equities should deliver attractive performance, according to BNY Mellon Investment Management (BNY Mellon IM).
Genomics gain ground in investor portfolios
Investor interest in companies engaged in gene-based drug development is growing, according to Invesco.
