Despite general bullishness on the economy for the second half of 2021 and beyond, investors need to focus on corporate earnings, according to T. Rowe Price.
Category: Asset Class in Focus
Gold’s reputation as an inflation hedge
The World Gold Council suggests relationship between the precious metal and prices is imperfect at best.
Asian high yield mispriced credits
Various macro and market dynamics justify exposure to segments of regional high yield debt, says Axa Investment Managers (Axa IM).
Turning environmental hopes into investment reality
By sharing revenue with carefully selected environmental charities, asset managers can have a tangible positive impact on environmental challenges, says TT International.
Getting ahead of the China growth curve
Investors should look beyond the lull in Chinese stocks and boost exposure to A-shares to reap growth-related rewards over time – and before index providers catch up, says Schroders.
China set for core role in global portfolios
The growing appeal of Chinese assets to foreign investors will result in overweight positions in domestic equities and bonds going forward, argues Amundi Asset Management.
HEAD-TO-HEAD: Franklin Templeton versus Neuberger Berman
FSA compares two US equity products: the Franklin US Opportunities Fund and the Neuberger Berman US Multi Cap Opportunities Fund.
Eastspring keeps faith in Asia HY
Problems in the China bond market have pressed on Asian high yield credit this year, but there are still plenty of reasons to be confident, says an Eastspring fund manager.
China active funds weather pandemic storm
Technology stock-pickers led the charge in outperforming onshore index-linked funds last year, according to Morningstar.
Emerging markets face headwinds
The biggest problem may be that risk appetite doesn’t revive and they struggle to draw in cautious investors.
