The world’s biggest asset manager is confident that Chinese companies are improving ESG practices and disclosures.
Category: Industry views
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.
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.
