The double whammy of slowing growth and rising inflation is dampening equity and credit opportunities, but Chinese government bonds offer potential, says Pictet Asset Management (Pictet AM).
Tag: Equities
Blackrock bets on Asia recovery
Risk assets in the region will be supported by structural trends and a cyclical upturn, according to the US fund manager.
Mutual Fund Top Trumps – North America equities
This week FSA presents a quick comparison of two North America equity products: the AB American Growth Portfolio and the Vulcan Value Equity Fund.
A look at Neuberger Berman’s 5G strategy
Portfolio manager Yan Taw Boon explains how the firm seizes opportunities within the theme.
Working from home: Robeco
Jack Neele, portfolio manager for global consumer trends at Robeco, answers a few questions about how he has been working from home.
Daiwa advises Asia investors to be risk-off
The firm’s gloomy outlook sees falling global growth the next two years with increasing concern over equities.
Passives drive equity fund flows in China
Chinese regulators have been convincing domestic players to launch more index funds and ETFs, with the aim of institutionalising the stock market.
Should investors start allocating to equities?
Yield-seeking investors can find opportunities outside the fixed income universe, according to Alliance Bernstein.
UBS turns negative on equities
UBS Wealth Management recommends clients to underweight stocks and reduce portfolio risk amid the escalating US-China trade dispute.
Investec manager turns cold on defensive stocks
Defensive stocks have become more expensive, according to the head of global multi-asset income.
