It has been a recurring theme since interest rates collapsed a year ago, and Asian high yield credit retains supporters
Category: Industry views
Transition tilt to offer alpha for climate investors
Beyond mere exclusion, investors should focus on those companies well-placed to transition to a lower-carbon world and offering goods and services for climate change mitigation, says Aviva Investors.
Asia grasps the ESG baton
Demand for ESG strategies is reaching critical mass among mainstream investors, according to Natixis Investment Managers.
Speculation over Spacs requires cautious stance
Longer term investors need to be patient as the market for Special Purpose Acquisition Companies (Spacs) undergoes much-needed maturity, believes Amundi Asset Management.
The multi-asset alternative
Low fixed income yields are forcing multi-asset funds to explore different strategies.
Incremental yield from emerging market equities
Several converging market dynamics suggest now is a good time for investors to increase exposure to emerging market (EM) equities, according to GAM Investments.
Net-zero goal opens new investment routes in China
Widespread efforts to tackle climate change offer unprecedented investment opportunities amid five key themes based on China’s 14th Five-year Plan, says DWS.
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.
