The Covid-19 pandemic will accelerate structural shifts already underway and confirm long-term investment themes, according to Axa Investment Managers.
Category: Asset Class in Focus
A look at T Rowe’s tactical bond fund
The product’s defensive hedges were its largest alpha contributors during the first quarter.
Pictet promotes digital theme
Enforced online working, shopping and playing has given a boost to the evolution of the digital economy, according to Pictet Asset Management.
SSGA warns on recent stock recovery
The firm has a preference for US large-caps over small-caps and European equities.
Alternative strategies to ease portfolio risk
Private banking professionals at Citi, DBS, Deutsche Bank, HSBC and UBS identify diversification benefits from alternative investments.
JPMAM remains cautious in mixed-asset strategy
Multi-asset funds are meant to provide protection when a particular asset class tanks, but struggle to achieve their promise when normal asset class correlations break down.
Bonds: Wealth managers reveal post-crisis picks
Private banking professionals at Citi, DBS, Deutsche Bank, HSBC and UBS discuss fixed income in the wake of the economic damage caused by the coronavirus pandemic
HSBC GAM positive on Asia credit
HSBC Global Asset Management makes the case for Asian bonds as it launches three funds into China through the northbound MRF channel.
Top and bottom fund categories 2020
In the Singapore universe, only four fund categories have had positive returns year-to-date.
China’s hard hit travel sector still has value: JPM AM
Certain travel-related companies continue to exist despite the Covid-19 pandemic and they have long-term investment appeal, says a portfolio manager at the firm.
