In trying to navigate uncertainty over both inflation and growth, Schroders believes a diversified portfolio is the best approach for the coming months.
Category: Asset Class in Focus
Eastspring eyes recovery for China A shares
Chinese equities look poised to benefit from an economic rebound in the coming months, especially in sectors linked to electrification and technology, according to Eastspring Investments.
China offers diverse appeal for bond investors
The search for diversification should lead global investors to boost their allocation to China bonds, according to State Street Global Advisors (SSGA).
High yield bonds show resilience to recession
High yield debt seems to be better placed to navigate a recession than in the past, according to T Rowe Price.
BNY Mellon favours exposure to electric vehicles
The industry will be further boosted by product innovation and government efforts to drive sustainability, according to the asset manager.
Investors cautiously optimistic on China stocks
Economic recovery and stimulus measures offer a supportive backdrop for Chinese equities. But Barings warns investors that volatility could remain in the near term.
Emerging markets show resilience amid selloffs
Emerging markets (EM) look more promising than developed markets for equities investors, according to Pictet Asset Management (Pictet AM).
Investment grade yields compelling for investors
Credit investors have waited many years for today’s more attractive yield levels. But slowing growth and recessionary fears may lead to them missing new opportunities, says AllianceBernstein (AB).
US small caps and tech stocks top performance charts in July
Investors betting central banks may be more reluctant to rise rates as economic growth weakens.
Fidelity favours Chinese government bonds
The strategic case for China government bonds has been reinforced despite tough market conditions, according to Fidelity International.
