Fundamentals, corporate behaviour and valuations offer positive signs for emerging markets (EM) equities, believes M&G Investments.
Category: Asset Class in Focus
Capital Group: Investors are asking the ‘wrong question’ about recession
The desynchronisation of the global economy means that different industries are on different economic paths currently.
Fidelity looks past China woes with cautious optimism
Attractive valuations, government commitments and targeted policy support offer hope for a measured recovery.
Private credit set for strong returns
The attraction of the asset class amid a higher-for-longer scenario is set to grow further if consumer strength fades.
Aviva Investors: High yield valuations ‘make sense’
Aviva Investors’ Sunita Kara makes the contrarian case for high yield currently.
Commodities to gain as investment landscape shifts
Pimco is positive on the asset class given its historical correlation with inflation, supply constraints and the low-carbon transition.
Three value equity themes to watch
Investment opportunities will emerge in the coming months from a brighter-than-expected US macroeconomy, exposure to real assets and reforms in Japan, said Franklin Templeton.
Asian credit to reward investors for rest of 2023
Schroders sees the region’s growth outlook and other tailwinds as key drivers for Asian credit as an attractive asset class.
Global dividend investing – growth with resilience
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Josh Duitz, head of global income at abrdn, makes the case for dividend funds.
PGIM urges active approach to global bonds
Different economic growth cycles across geographies globally call for fixed income investors to be selective to find alpha.
