Ongoing efforts to improve corporate capital efficiency in Japan create a constructive medium-term backdrop for stock investors, according to Columbia Threadneedle Investments.
Category: Asset Class in Focus
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.
Emerging market equities show renewed promise
Fundamentals, corporate behaviour and valuations offer positive signs for emerging markets (EM) equities, believes M&G Investments.
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.
