With recession looming across major economies, abrdn believes investors should heed calls for caution when making their allocations.
The US asset manager sees the recent sell-off as a good opportunity to generate income by adding back some credit and interest rate exposure in more resilient parts of the yield curve.
Emerging markets (EM) look more promising than developed markets for equities investors, according to Pictet Asset Management (Pictet AM).
Commodities, private markets and emerging markets will drive investor returns over the next five years, according to Pictet Asset Management (Pictet AM).
Regardless of the headwinds in 2022 so far, value stocks within emerging markets (EM) have held up relatively well with an eye on the dormant recovery potential, according to AllianceBernstein (AB).
Emerging market currencies, green energy and real estate provide attractively-priced inflation hedges to make portfolios more resilient, according to Pimco.
The drive to decarbonise will lead to a growing number of companies in developing nations providing a wider range of renewable solutions, according to BNY Mellon Investment Management (BNY IM).
As global risk-off sentiment makes bad situation worse for EM equities.
Investors should actively engage with companies to identify opportunities, said Schroders.
Pandemic induced distortions are set to normalise as economic recovery continues next year.