Leading Asia fund selectors identify the opportunities in markets this year.
Tag: Credit
Valuations hint at credit caution
Credit markets are generally expensive and the upside to returns is limited, according to Axa Investment Managers (Axa IM).
Asian equities face inflation balancing act
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).
Three steps to make ESG matter in Asian credit
Effective ESG integration in credit investing will come from a blend of fundamental analysis, issuer engagement and portfolio construction, according to T. Rowe Price.
Seeking income and growth in Asian high yield
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.
Six alternative views: Mitch Reznick, Hermes Credit, credit markets
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 […]
Part 2: Mitch Reznick, Hermes Credit
Find out what Mitch Reznick, co-head of Hermes Credit, presented on “Structural change in credit markets requires a new approach to investing” at FSA’s Alternatives Forum in Singapore.
Support remains for EM bonds
Jim Leaviss, head of retail fixed interest at M&G Investments, comments on emerging market corporate bond opportunities and developed market default rates.
