Widespread efforts to tackle climate change offer unprecedented investment opportunities amid five key themes based on China’s 14th Five-year Plan, says DWS.
Category: Industry views
Ten themes to watch for equity portfolios
Emerging Asia, healthcare and the environment are included in Schroders’ top stock themes for the rest of 2021 and beyond.
Asian equities to ride post-Covid recovery
Regional stocks still have solid upside potential in key sectors as markets and economies emerge from the pandemic, according to a wealth management firm.
Three themes to drive sustainable bond investing in Asia
Climate change, corporate governance and an ageing population are the most appealing sustainability themes in Asia for fixed income investors, according to Manulife Investment Management.
ESG 2.0 offers route to untapped alpha
Investors should apply ESG analysis to identify long-term structural growth opportunities and returns, especially in Asia, according to Matthews Asia.
Financial insecurity rises in Hong Kong and Singapore
The pandemic has forced Hong Kongers and Singaporeans to face up to savings shortfalls.
UBS GWM stays risk-on in Asia
The firm is encouraged by earnings upgrades and lower valuations amid interest rate volatility and rising virus cases.
Will stay-at-home stocks still be relevant in a post-Covid world?
Valuations have also become expensive.
Blackrock trusts China’s ESG commitment
The world’s biggest asset manager is confident that Chinese companies are improving ESG practices and disclosures.
JPMAM trims EM in multi-asset portfolios
Cyclical markets in Asia, such as Japan, are expected to outperform.
