Eastspring Investments says investors with exposure to Asian equities should also look globally for diversified emerging markets returns over the longer term.
Category: Asset Class in Focus
BlackRock backs short-term bonds for the long term
The world’s largest asset manager is upping exposure to short-term sovereign bonds and downgrading credit in the long run.
Investors weigh economic outlook for bond allocations
Fixed income portfolios should assess different risk scenarios to inform investment decisions for corporate bonds, says Schroders.
Invesco favours contrarian view on Asia, emerging markets
Asia and emerging markets are fertile hunting grounds to capture opportunities before others do.
Where does the AI boom go from here?
Sharp rises in the shares of the tech giants have led the S&P500 into bull market territory this year, but there are questions about where we go from here.
Passive funds suffer pitfalls in short-dated credit
Fidelity International sees passive funds as sub-optimal for exposure to high-quality short-dated credit.
Japanese equities show medium-term promise
Ongoing efforts to improve corporate capital efficiency in Japan create a constructive medium-term backdrop for stock investors, according to Columbia Threadneedle Investments.
Global dividends hit record as European equities and banks lead the way
Total payouts rose 4.9% on a headline basis, according to research from Janus Henderson.
Which funds have exposure to Country Garden?
Morningstar data show the seven funds in Hong Kong and six in Singapore that have exposure to China’s embattled property developer.
Longer duration bonds to see renewed demand
Allianz Global Investors sees opportunities emerging in government bonds as tightening cycles mature.
