As the universe of companies exposed to the metaverse expands and evolves, stock selection will be crucial to capitalise on this trend, says Axa Investment Managers (Axa IM).
Category: Asset Class in Focus
Are Chinese and Japanese equities poised for a turnaround?
Significantly divergent monetary policies could give them an edge over western economies.
Volatility enhances energy transition equities
The driving forces behind the energy transition remain intact despite multiple macro-economic crises, believes Schroders.
DWS backs asset mix to tap Asia rebound
The region will outperform in the second half of 2022 amid a general reopening of economies – and fuelled by China’s growth and stock market, predicts DWS.
Inverted yield curve muddies recession outlook
But equity investors should not be running for cover yet, according to optimistic asset managers.
JPMAM adds risk to fixed income strategy
This year’s bond market fall offers attractive entry levels for the firm’s income fund.
ADDX offers private market service
The initial participants for the platform targeted at wealthy individuals include Stashaway and CGS-CIMB.
Barings maps out fixed income response to rising rates
Floating rate assets and short-duration strategies offer the potential to mitigate the risk of rising rates and inflation, according to Barings.
Schroders introduces digital multi-asset portfolio in Thailand
The Schroders Growth & Income Solution comprises Thai-domiciled funds.
Janus Henderson: Short-dated bonds offer best protection
Higher inflation and expectations of rising interest rates have now been largely priced in by bond markets, it says.
