Valuations of high yield emerging market sovereign and corporate bonds are still attractive despite significant spread tightening, according to the UK asset manager.
Category: Industry views
Rapid progress to carbon neutrality underway
European companies are ahead on the path towards achieving net zero emissions, but Asia-Pacific firms are catching up, according to a Fidelity survey.
Impact investing should be ‘mission-driven’, Regnan says
Ex-Federated Hermes team is bringing its new impact strategy to Asia. Regnan is also hiring Fidelity PMs to manage a sustainable water and waste strategy.
LGT tilts towards risk assets
The end-game for the pandemic this year will boost non-US cyclical equities, according to the bank’s investment strategist.
Don’t count out technology, Global X says
Investors are concerned about US President Biden’s plan of increasing corporate taxes, which are expected to hit the growthier parts of the market.
UBP’s net inflows double in 2020
The bank has made substantial investments in digital capabilities to maintain business continuity during the pandemic.
Deutsche PB prepares for a ‘new reality’
Changing personal and business behaviour, structural shifts and rising inequality shape the bank’s investment strategy in 2021.
M&G expects ‘more of the same’
The themes of last year will dominate 2021, but a narrow consensus view means investors should be cautious, according to the UK-based asset manager.
Gam bets on emerging markets
Four cyclical and three secular drivers support emerging market (EM) equities, according to Gam Investments.
