Aviva Investors’ Francois de Bruin reflects on a momentous period for economies and markets.
Category: Asset Class in Focus
Investing in the trends shaping the future
Thematics Asset Management, a Natixis IM affiliate, identifies long-term secular themes that it believes will outperform the broader market.
JPMAM launches ESG bond fund in Singapore
JP Morgan Asset Management (JPMAM) has registered its Global Bond Opportunities Sustainable Fund for sale to retail investors in the Lion City.
Going off benchmark in India
While financial services and technology continue to be popular sectors in India equities, First State Investments finds opportunities in other parts of the market.
DBS PB’s barbell strategy returns 7% this year
In contrast, mixed-asset products offered by third-party fund managers have only returned around 0-2% so far this year.
JP Morgan AM calls real assets the “new bonds”
The US asset manager argues that investors should look beyond public markets for income generating assets more insulated from Covid-19 and central bank activities.
Malaysia investors seek safety in fixed income
But thematic equity products were also popular during the first half.
Asian HY attracts wealth managers
Income generation and positive relative valuations counter liquidity and default fears in the Asian high yield credit market.
Bringing diversity to real estate returns
In today’s lower-for-longer rates environment, where bonds no longer provide the reliability in returns and safety that investors want, yield with controlled risk is highly sought after. The US housing sector can fill the gap, say senior executives at Walton.
