Despite general bullishness on the economy for the second half of 2021 and beyond, investors need to focus on corporate earnings, according to T. Rowe Price.
Category: Industry views
Covid boost to digital trends
Coronavirus is fostering new opportunities across healthcare, industrials, government spending and changing consumer behavior, say investors.
Asian high yield mispriced credits
Various macro and market dynamics justify exposure to segments of regional high yield debt, says Axa Investment Managers (Axa IM).
Shifting perspectives
Wealthy investors are reassessing their priorities in the wake of the coronavirus pandemic, preparing to give something back — while also indulging themselves more.
HSBC offers AI product in Hong Kong
The structured product uses artificial intelligence (AI) for equity selection.
Thematic approach to climate change
Despite strong momentum behind the energy transition theme, much more investment is needed in targeted areas to achieve climate goals, according to BNP Paribas Asset Management (BNPP AM).
Getting ahead of the China growth curve
Investors should look beyond the lull in Chinese stocks and boost exposure to A-shares to reap growth-related rewards over time – and before index providers catch up, says Schroders.
China set for core role in global portfolios
The growing appeal of Chinese assets to foreign investors will result in overweight positions in domestic equities and bonds going forward, argues Amundi Asset Management.
Active engagement drives ESG returns in China
Investors should aim to build rapport with management teams in China as a key way to effect positive ESG change and reap the rewards, says Aberdeen Standard Investments (ASI).
Low-carbon transition impact on passive funds
The shift towards a low-carbon economy will be faster than many investors expect.
