This overlooked macroeconomic factor poses an underappreciated risk to investors going forward, according to PGIM’s head of thematic research Shehriyar Antia.
Tag: Inflation
Invesco favours contrarian view on Asia, emerging markets
Asia and emerging markets are fertile hunting grounds to capture opportunities before others do.
Schroders identifies major sustainability trends for 2023
Current macroeconomic trends buttress the drive towards sustainability.
Hong Kong investors look to change investment strategies
Nine out of ten investors in Hong Kong said they intend to make changes to their investment strategies, according to a study by Schroders.
Credit Suisse underweights equity
Investors should be prudent and reduce risk given that central banks will likely turn dovish soon.
What did Q2 earnings season tell us about the economy?
Sceptics warn better-than-expected numbers do not reflect inflationary pressures.
Investors to strike more balance to mitigate recession
In trying to navigate uncertainty over both inflation and growth, Schroders believes a diversified portfolio is the best approach for the coming months.
Investors brace for turning point in markets
The coming quarter could be pivotal in determining the trajectory for markets and economies over the next few years, with Fidelity International expecting the start of a ‘great reset’.
Resilience and growth to steer Asian portfolios
Investors can weather high inflation and slower growth via selective Asian credits as well as equities in areas like sustainability and innovation, says Manulife Investment Management (Manulife IM).
Portfolios brace for persistent inflation
China’s zero-Covid policy, rising commodity prices and a resurgent service sector are three reasons why Schroders believes inflation is here to stay for the time being.
