Net flows into Japanese mutual funds exceeded ¥1trn last month for the first time this year, according to Morningstar Direct data.
Category: Industry trends
The trials and tribulations of investing in European equities
Will a rate hike pause from the ECB be enough to improve European stock market performance?
Malaysian, Thai sentiment shows investor caution
Polls taken at FSA’s events in Kuala Lumpur and Bangkok last week highlight some common investment themes yet diversity in approaches.
Investors target income, diversification to beat cash
AXA Investment Managers believes today’s higher-for-longer interest rate environment calls for a patient and targeted approach.
Private real estate to smoothen multi-asset portfolios
Nuveen highlights the role of this asset class to deliver attractive yields as well as diversification amid market turmoil.
Central banks catch their breath: Will biotech shine again as rates stop rising?
Rate hikes tend to be bad news for ‘jam tomorrow’ sectors but the cycle is ending.
This major macroeconomic factor is being overlooked – PGIM
This overlooked macroeconomic factor poses an underappreciated risk to investors going forward, according to PGIM’s head of thematic research Shehriyar Antia.
Investors eye pricing strategy to turn AI promise into profit
Equity investors should focus on companies with clear approaches to pricing in generative artificial intelligence to profit from this revolution, says AB.
Asia population shifts create new potential for returns
Trends in population numbers across the region are expected to foster opportunities in sectors from consumer goods to technology to renewable energy, says GAM Investments.
Investors see silver lining from recession-led reset
A recession in Europe and the US should provide a boost for risk assets, according to Allianz Global Investors.
