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.
Category: Industry views
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).
Barings maps out fixed income response to rising rates
Floating rate assets and short-duration strategies offer the potential to mitigate the risk of rising rates and inflation, according to Barings.
Janus Henderson: Short-dated bonds offer best protection
Higher inflation and expectations of rising interest rates have now been largely priced in by bond markets, it says.
JPMAM favours Asia cyclical stocks and infrastructure
Asian equities are poised to bounce back as economies reopen, says the asset manager’s Apac strategist.
Pimco urges liquid portfolios
In a global economy clouded by uncertainty and rising recessionary risk, portfolio flexibility can enable investors to be prepared as well as nimble, says Pimco.
New China policy to shore up investor sentiment
Recent pro-market, pro-growth messages should stem fears and give investors reason to view China favourably longer term, says Fidelity International.
