Investor interest in companies engaged in gene-based drug development is growing, according to Invesco.
Category: Industry views
Schroders targets tech-driven themes
Smart cities, healthcare innovation and automated manufacturing are key trends for investors to tap into within the thematic universe, says Schroders.
SSGA backs active, passive mix for climate investing
A combination of investment approaches is a more effective way for investors to mitigate risks and capture upside potential with climate investing, according to State Street Global Advisors (SSGA).
Neuberger Berman is cautious on equities
But if earnings hold up and a recession is avoided, a substantial decline in equity markets ‘remains unlikely’.
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.
