More stable fund flows and intact structural investment themes in the region bode well for equities and credit, says Axa Investment Managers.
Tag: Equities
Schroders supports 60/40 portfolio approach
As investors assess whether the conventional allocation split still make sense, Schroders believes bonds will still provide portfolio benefits even if equity-bond correlations remain positive.
2022 predictions: wealth managers
Leading Asia fund selectors identify the opportunities in markets this year.
HEAD-TO-HEAD: Abrdn versus Alquity
FSA compares two global sustainable equity products: the Aberdeen Global Sustainable and Responsible Investment Equity Fund and the Alquity Global Impact Fund.
DWS favours equities in the next 12 months
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.
ESG linked with stronger dividend growth
Fidelity International has shown a strong relationship between a company’s sustainability characteristics and historical dividend growth.
UBP stays overweight on equities
While remaining overweight in the equity space, those companies with high quality earnings and strong growth should outperform, says Union Bancaire Privée (UBP).
Axa IM trusts in China’s structural themes
Axa Investment Managers (IM) believes the recent regulatory actions will not overshadow the long-term growth opportunities in Chinese equities.
Mutual Fund Top Trumps – Emerging market equities
This week FSA presents a quick comparison of two emerging market equities products: the Templeton Emerging Markets Fund and the T. Rowe Price Emerging Markets Equity Fund.
Singapore investors start early
Equities are the most popular choice among investors aged between 18 and 35 in Singapore, a Franklin Templeton survey found.
