In contrast, US equities valuations are ‘eye-wateringly high’.
![](https://s34456.pcdn.co/wp-content/uploads/2020/11/Paris-640x360.jpg.optimal.jpg)
In contrast, US equities valuations are ‘eye-wateringly high’.
Commodities, private markets and emerging markets will drive investor returns over the next five years, according to Pictet Asset Management (Pictet AM).
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.
The US asset manager also favours carbon credits and commodities for carry as it expects real yields to continue to rise.
Investors can no longer rely on traditional diversification that previously helped in turbulent times, according to Allianz Global Investors (AllianzGI).
Positive economic growth drivers for the region bode well for asset and sector selection, according to Deutsche Bank International Private Bank (Deutsche Bank IPB).
FSA spoke with Nicolas Robin, portfolio manager, Columbia Threadneedle Investments at the Fund Selector Asia Investment Forum Thailand.
As global risk-off sentiment makes bad situation worse for EM equities.
Eastspring backs commodities and Asia fixed income in year of volatility.
Investors should continue to worry about inflationary pressures next year, said Schroders
Part of the Mark Allen Group.