DBS, Ninety One and TT International discuss the role of environmental strategies in an investor’s portfolio.
Category: Industry views
Equities in a sweet spot, JPMAM says
A low and rising inflation regime will support risk assets, while making holding government bonds hard to justify, according to JP Morgan Asset Management’s (JPMAM) Apac strategist.
Will Asia’s dividend-paying companies recover this year?
Value Partners expects corporate earnings in the region to grow 25%, which should increase equity dividends.
Fund subscription in China cools amid market correction
Recent stock market slump has tapered new fund launching in China. But many domestic asset managers believe new funds will roll out again soon once market sentiment improves.
HSBC PB adjusts asset allocation strategy for recovery
The bank is overweight on cyclical sectors and favours emerging markets.
Apac investors remain risk-averse
Cash and cash-like assets are the most in-demand investment option, a Pimco report finds.
Covid puts ESG credentials under scrutiny
There will be an increasing focus on responsible investing in the post-pandemic world, according to First Sentier Investors.
DBS PB to onboard more sustainable products
Sustainable assets now account for 41% of the private bank’s AUM.
ESG investment could boost Asia growth
Interest in ESG investing in the region may increasingly be driven by its contribution to sustain overall levels of economic growth, according to a report by Deutsche Bank (DB) Chief Investment Office.
Gam picks Asia bonds over the rest
Asia has the best emerging market opportunities as global economies enter the recovery phase, according to the Zurich-based asset manager.
