High inflation and net zero targets are key contributors to infrastructure assets looking more attractive to a growing number of investors, according to ClearBridge Investments.
Category: Asset Class in Focus
Tapping into renewed value in bonds
Investors like Pimco which believe central banks will ultimately get control of inflation in the coming years are starting to get paid more.
Investors to scrutinise green property bonds
The real sustainability of green bond issuance in the property sector needs to be assessed carefully, according to BNY Mellon Investment Management (BNY Mellon IM).
Investors must beware low equity valuations
Expectations of persistent pressure both on markets and economic growth will create a challenging environment for stocks as corporate profits suffer, according to DWS.
M&G eyes income potential amid record inflation
The sell-off in bonds in 2022 has created a compelling case to pick up certain assets at attractive prices, with wider spreads potentially cushioning further rate rises, according to M&G Investments.
BNY Mellon remains cautious on Chinese equities
Given the strong US dollar and economic slowdown in developed markets, the outlook for emerging markets (EM) remains tricky, said BNY Mellon Investment Management (BNY Mellon IM).
Strong issuers support bright high yield outlook
Solid long-term fundamentals, extended maturity runways and high valuations are three reasons for investors to consider high yield (HY) corporate bonds, according to AllianceBernstein (AB).
Global equities to reward patient investors
Despite growing fears of stagflation, Schroders sees selective stock opportunities by focusing on companies with pricing power and on long-term drivers of growth.
Diversity in green bonds lures more investors
A more varied universe of green bonds has led to a greater breadth of risk profiles to reward investors who understand how to assess the market, according to Axa Investment Managers (Axa IM).
Fidelity backs Asian and China high yield
Investors in regional high yield markets can expect Asia to be relatively resilient to global headwinds, with China to stimulate its economy, according to Fidelity International.
