FSA talked to some industry experts on how investors should respond to the historically strong greenback.
DWS’s ETFs, ESG losing steam, SPAC carnage, American financial illiteracy, Italian drama again, Benjamin Franklin’s Wisdom, Advertising from J.P. Morgan and Axa IM and much more.
Expectations of persistent pressure both on markets and economic growth will create a challenging environment for stocks as corporate profits suffer, according to DWS.
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 region will outperform in the second half of 2022 amid a general reopening of economies – and fuelled by China’s growth and stock market, predicts DWS.
DWS believes markets will be turbulent, but its base scenario remains positive.
Asian equities will bounce back as countries in the region reopen, said the asset manager.
T Rowe Price’s acquisition; Hong Kong goes SPAC; A tiny ETF; The Metaverse is coming; Stock concentration; COP26 advertising; Bourne vs crypto; Buffet and Musk; and much more.
This week FSA presents a quick comparison of two Greater China Equities products: the DWS Invest Chinese Equities Fund and the Matthews China Fund.
The Frankfurt based asset manager remains cautiously optimistic for its one-year outlook and expects growth rates to normalise at around pre-Covid levels in 2023.