Fixed income and equity portfolios need to prepare as question marks emerge over economic growth, according to NN Investment Partners (NNIP).
Category: Asset Class in Focus
Global equities face choppy waters
As policy and liquidity tensions build, there is a growing threat they will disrupt the apparent calm in stock markets, according to T. Rowe Price.
Barings backs HY rising stars
$200bn of HY bonds are likely to migrate back to the IG market, according to Barings.
Tech opportunities emerge in post-pandemic Asia
Semiconductors and electric vehicles are two sectors likely to generate returns for investors in Asia, according to Aberdeen Standard Investments (ASI).
DWS backs private infrastructure
Global economic recovery is underpinning transport and power demand, while digital infrastructure is continuing to expand, says DWS.
Apac investors fear inflation
Although most Apac investors feel optimistic about economic growth and stock markets, they will adjust their portfolios to counter rising inflation, according to a UBS Global Wealth Management (GWM) survey.
Schroders bets on European recovery
Rising corporate earnings will support European stocks, according to Schroders’ multi-asset team.
JOHCM takes China profits
A strongly performing JOHCM Asia ex-Japan fund has pared back its bets on China and built a hefty exposure to India equities.
Matthews Asia keeps faith in corporate China
Despite tougher regulatory scrutiny, China’s private sector will continue to offer investment opportunities, says Matthews Asia.
Duration to drive bond returns
As recovery in the bond markets persists in the face of growth and inflation, rotating from credit to duration will provide returns during the coming quarters, says PGIM Fixed Income.
