Asset Class in Focus Archives - Page 68 of 172

M&G favours fixed income and infrastructure

The asset manager recommends hedging inflationary risk with the two asset classes.

The Boston-based firm sees the Sino-US rivalry and China’s regulatory tightening as major risks in the country.

Asian stocks, especially those in the sustainability space, are still undervalued, says the Dutch asset manager.

The manager’s dividend fund is overweighting tech companies and European stocks.

But the firm remains nervous about China property borrowers.

The asset manager believes China is still “investable” and its tech companies provide good opportunities.

Coupled with a diversity of products and government support, China sustainable fixed income is expected to continue to grow.

Chinese BB property bonds will generate decent returns in the next six to 12 months, said Pinebridge Investments.

There are quality companies in China in sectors less impacted by regulation, according to Vontobel Asset Management.