The bank is overweight on cyclical sectors and favours emerging markets.
Category: Industry views
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.
M&G favours EM debt
Valuations of high yield emerging market sovereign and corporate bonds are still attractive despite significant spread tightening, according to the UK asset manager.
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.
