Investors need to pay closer attention to climate change and make it a more central focus within investment portfolios, according to Aviva Investors.
Category: Industry views
BII sets China apart
China should be treated separately from both developed and emerging markets, according to Blackrock Investment Institute (BII).
Invesco pins hopes on East-West recovery shift
While China’s economic rebound stalls and the US economy holds steady, Invesco favours European and emerging market equities.
Natixis backs equities
Market conditions look supportive for developed market equities for the rest of 2021, with fixed income more likely to be effective for risk management, says Natixis Investment Managers.
JPMAM makes case for income stocks
Corporate earnings are recovering, and earnings and dividends growth are highly correlated, according to JP Morgan Asset Management (JPMAM).
Funds’ ESG credibility tested
Asset managers need to practice what they preach in implementing and integrating sustainable investment policies, according to Aviva Investors.
Asian equities face inflation balancing act
With inflation pressures expected to weigh on the post-pandemic recovery, investors need to consider policy direction when targeting Asian equities, according to Axa Investment Managers (Axa IM).
HSBC AM invests for expansion phase
Value equities continue to make sense and Asian equities offer attractive risk-reward returns, according to HSBC Asset Management (HSBC AM).
Fidelity targets China and tech exposure
Selected China A-shares and tech names will enable investors to weather inevitable bouts of higher inflation, geopolitical tensions and a strengthening US dollar, says Fidelity.
SSGA sets sights on growth assets
As investors continue to focus on the need for yield, State Street Global Advisors (SSGA) is overweight risk assets, especially equities and corporate debt.
