Fundamentals, corporate behaviour and valuations offer positive signs for emerging markets (EM) equities, believes M&G Investments.
Category: Industry trends
US earnings support selective stock buying
Expectations of improving corporate margins after the latest US earnings bode well for sectors such as tech, said BlackRock.
BNP Paribas AM’s Wei Li: ‘when the facts change, our view changes’
Wei Li also explains why investing in investment grade credit is a ‘straightforward’ call right now.
Newton IM’s Munro: ‘Our preference would be India and Indonesia’
Euan Munro, CEO of Newton Investment Management, also explains why alternatives face headwinds currently.
Low spreads, high inflation and rising defaults: Navigating fixed income in 2023
With spreads falling despite the recession risk, do they adequately compensate investors?
India’s asset management industry represents huge opportunity
Market observers reckon that given economic and demographic tailwinds, India’s asset management industry is poised for growth.
Digital platforms have potential to tap into next-gen wealth in Asia
Wealth management sectors in key markets across region are set to bloom over the medium to long term.
Japanese equities catch the eye of European investors
Japanese equity fund flows in Europe registered €500m in net new money across mutual funds and exchange-traded funds in April.
Asian fixed income and equities show promise – HSBC AM
The divergence in the performance of key markets has triggered macroeconomic uncertainty and an ‘Out of Sync’ theme, say analysts from HSBC AM.
DBS identifies six themes for the next quarter
The bank expects moderate growth in global economies amid continued shifts in global supply chains, escalating geopolitical tension, and tighter credit conditions.