More stable fund flows and intact structural investment themes in the region bode well for equities and credit, says Axa Investment Managers.
Investors looking to generate returns in fixed income will be rewarded for either holding or adding to their positions, according to Alliance Bernstein (AB).
In a global economy clouded by uncertainty and rising recessionary risk, portfolio flexibility can enable investors to be prepared as well as nimble, says Pimco.
FSA spoke with Pimco at the Fund Selector Asia Investment Forum Thailand.
Leading Asia fund selectors identify the opportunities in markets this year.
Credit markets are generally expensive and the upside to returns is limited, according to Axa Investment Managers (Axa IM).
With inflation pressures expected to weigh on the post-pandemic recovery, investors need to consider policy direction when targeting Asian equities, according to Axa Investment Managers (Axa IM).
Effective ESG integration in credit investing will come from a blend of fundamental analysis, issuer engagement and portfolio construction, according to T. Rowe Price.
Dispelling concerns about default rates, liquidity and diversification potential, BlackRock’s Neeraj Seth says Asian high yield offers investors the income and growth they want.
The second alternative view is from Mitch Reznick, co-head of Hermes Credit. Reznick presented at FSA’s Alternatives Forums in Hong Kong and in Singapore on “Structural change in credit markets requires a new approach to investing”. In the video above he answers three questions about investing in the credit market. Click here for his answers […]