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.
Category: Industry views
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.
Are environmental funds just satellite products?
DBS, Ninety One and TT International discuss the role of environmental strategies in an investor’s portfolio.
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.
