The firm is encouraged by earnings upgrades and lower valuations amid interest rate volatility and rising virus cases.
Category: Asset Class in Focus
Spotlight On: Alternatives
Fund selector Asia presents Spotlight On – a multi-faceted, deep dive into investment themes and asset classes
HEAD-TO-HEAD: Amundi versus Pimco
FSA compares two fixed income products: the Amundi Global Aggregate Bond Fund and the Pimco GIS Income Fund.
Will stay-at-home stocks still be relevant in a post-Covid world?
Valuations have also become expensive.
Mutual Fund Top Trumps – Emerging market bonds
This week FSA presents a quick comparison of two emerging market bond products: the Capital Group Emerging Markets Debt Fund and the Pimco Emerging Markets Bond Fund.
China equity markets enter fragile phase
Reduced liquidity and the clampdown on tech giants is making investors nervous.
Bite attracts new investment
The wealthtech that formed an Asian partnership last year has closed its pre-series A+ funding.
JPMAM trims EM in multi-asset portfolios
Cyclical markets in Asia, such as Japan, are expected to outperform.
China bonds: plugging the yield gap
For investors looking to enhance their portfolios, China’s relatively early recovery from the pandemic has accelerated the appeal of the combination of yield premium, diversification and macro exposure available in renminbi (RMB) bonds.
Equities in a sweet spot, JPMAM says
A low and rising inflation regime will support risk assets, while making holding government bonds hard to justify, according to JP Morgan Asset Management’s (JPMAM) Apac strategist.
