Market dynamics support value investing in the region, with cyclical, old economy and financial stocks the likely beneficiaries, according to Eastspring Investments.
Category: Asset Class in Focus
Barings goes private for portfolio protection
Private debt portfolios can be constructed to help investors achieve diversification and manage risks such as inflation, rising rates and geopolitical conflict, according to Barings.
Pictet debuts climate bond fund in Singapore
The newly launched product invests in countries that are reducing their carbon emissions.
AllianzGI urges new approaches to asset allocation
Investors can no longer rely on traditional diversification that previously helped in turbulent times, according to Allianz Global Investors (AllianzGI).
AB builds barbell portfolio to earn income
Investors looking to generate returns in fixed income will be rewarded for either holding or adding to their positions, according to Alliance Bernstein (AB).
Deutsche eyes brighter Asean future
Positive economic growth drivers for the region bode well for asset and sector selection, according to Deutsche Bank International Private Bank (Deutsche Bank IPB).
Dynamics driving Japanese equities
Unlike in other developed markets, inflation remains muted at 1.2%
Navigating through rate hikes
Asset managers shared their thoughts on how to position themselves amid higher inflation and slower global growth at the recent FSA Spotlight On: Equities event.
Quality stocks to flourish amid high inflation
Based on previous periods of high inflation, solid growth equities should deliver attractive performance, according to BNY Mellon Investment Management (BNY Mellon IM).
Genomics gain ground in investor portfolios
Investor interest in companies engaged in gene-based drug development is growing, according to Invesco.
