Commodities, private markets and emerging markets will drive investor returns over the next five years, according to Pictet Asset Management (Pictet AM).
Tag: Commodities
The FSA Spy market buzz – 10 June 2022
Eastspring’s candour; Jupiter’s un-PC fun; Vontobel’s ESG scoring; Hang Seng’s best seller list; Fallen angels all around; Jack Bogle’s wise words; Bitcoin’s volatility, and much more.
Pinebridge expects a China property rebound
The US asset manager also favours carbon credits and commodities for carry as it expects real yields to continue to rise.
AllianzGI urges new approaches to asset allocation
Investors can no longer rely on traditional diversification that previously helped in turbulent times, according to Allianz Global Investors (AllianzGI).
Deutsche eyes brighter Asean future
Positive economic growth drivers for the region bode well for asset and sector selection, according to Deutsche Bank International Private Bank (Deutsche Bank IPB).
Q&A with Columbia Threadneedle Investments
FSA spoke with Nicolas Robin, portfolio manager, Columbia Threadneedle Investments at the Fund Selector Asia Investment Forum Thailand.
Commodity producing emerging markets set to shine
As global risk-off sentiment makes bad situation worse for EM equities.
Diversify to buffer inflation
Eastspring backs commodities and Asia fixed income in year of volatility.
Commodities and energy stocks buffer inflation risks
Investors should continue to worry about inflationary pressures next year, said Schroders
China’s net zero push boosts commodities
Investors should expect to see growth in the demand for some commodities in China as the country transitions to a carbon-neutral economy, according to Pimco.