Thematic investing is particularly appealing for investors looking to tap the far-reaching demographic, environmental and behavioural changes in China in their search for alpha.
Category: Industry views
Thematic investing is gaining popularity
Thematic ETFs should account for a larger proportion in portfolios as they are focused on disruptive technologies, according to Global X.
Jupiter AM’s gold fever
Jupiter Asset Management sees gold as an alternative investment that provides long-term value and an inflation hedge.
DWS favours equities in the next 12 months
The Frankfurt based asset manager remains cautiously optimistic for its one-year outlook and expects growth rates to normalise at around pre-Covid levels in 2023.
Pinebridge bets on India
The US asset manager is picking stocks from the tech and finance sectors in India.
ESG gaining importance in securitised market
Sustainability considerations are an essential component in securitised markets in the future, says Morgan Stanley Investment Management (MSIM).
ESG standards in flux
The complexity of ESG places obligations on fund managers and selectors, investment professionals tell delegates at an FSA event.
Evergrande unlikely to be China’s Lehman
Asset managers expect that Beijing will manage the property developer’s potential default in an orderly fashion.
Patience needed to weather China volatility storm
Chinese markets will stay unstable for the rest of the year as policy makers’ intentions remain uncertain, says JP Morgan Asset Management’s (JPMAM) Apac strategist.
Blackrock: sustainable ETFs gain momentum
Investors are increasingly addressing ESG issues through ETFs, according to the US asset manager.
