Although most Apac investors feel optimistic about economic growth and stock markets, they will adjust their portfolios to counter rising inflation, according to a UBS Global Wealth Management (GWM) survey.
Category: Industry views
Schroders bets on European recovery
Rising corporate earnings will support European stocks, according to Schroders’ multi-asset team.
JOHCM takes China profits
A strongly performing JOHCM Asia ex-Japan fund has pared back its bets on China and built a hefty exposure to India equities.
Natixis expects further equity gains
Post-pandemic sectors will continue to shine, according to Natixis Investment Managers (IM)
Matthews Asia keeps faith in corporate China
Despite tougher regulatory scrutiny, China’s private sector will continue to offer investment opportunities, says Matthews Asia.
Duration to drive bond returns
As recovery in the bond markets persists in the face of growth and inflation, rotating from credit to duration will provide returns during the coming quarters, says PGIM Fixed Income.
C-Reits set to be a game-changer
The recent listing of China real estate investment trusts (C-Reits) to finance infrastructure projects could mark the launch of vast new market, according to Eastspring Investments.
Mid-cycle expansion benefits equities
Investors need to make careful stock choices to capitalise on the current attractive backdrop for growth-oriented assets, according to Pimco.
Selectivity to drive equities
After upgrading its global growth forecast for 2021 and predicting stable rates in the US and Eurozone for the next 18 months, DWS favours Asia emerging market equities and key sub-sectors.
Investors want better quality
The current macro backdrop will focus investors on quality, both in income and companies, as well as on alternative assets, as they plan their portfolios for the rest of 2021, says Franklin Templeton.
