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.
Category: Asset Class in Focus
C-Reits set to be a game-changer
The recent listing of China real estate investment trusts (C-Reits) to finance infrastructure projects could mark the launch of vast new market, according to Eastspring Investments.
SFC warns about Binance
Hong Kong’s regulator is the latest to turn against the popular virtual asset trading platform.
Mid-cycle expansion benefits equities
Investors need to make careful stock choices to capitalise on the current attractive backdrop for growth-oriented assets, according to Pimco.
Deutsche Bank IPB is positive about China markets
Despite headwinds, Chinese equities and bonds offer opportunities for investors this year, according to the German wealth manager.
Selectivity to drive equities
After upgrading its global growth forecast for 2021 and predicting stable rates in the US and Eurozone for the next 18 months, DWS favours Asia emerging market equities and key sub-sectors.
FIFs boost Thai fund industry
China equity funds were the star attraction in the first half of the year, according to Morningstar.
Investors want better quality
The current macro backdrop will focus investors on quality, both in income and companies, as well as on alternative assets, as they plan their portfolios for the rest of 2021, says Franklin Templeton.
Risks of income funds
Too often income funds reach into capital to pay high distributions, according to Morningstar.
Pinebridge backs developed market recovery
Rising vaccination rates and supportive fiscal policies should underpin risk assets, despite inflation fears.
