Given the strong US dollar and economic slowdown in developed markets, the outlook for emerging markets (EM) remains tricky, said BNY Mellon Investment Management (BNY Mellon IM).
Inflation offers new potential for infrastructure
An inflationary environment and the move to renewable energy sources bode well for certain infrastructure assets, according to BNY Mellon Investment Management (BNY Mellon IM).
JPMAM favours Asia cyclical stocks and infrastructure
Asian equities are poised to bounce back as economies reopen, says the asset manager’s Apac strategist.
HSBC AM boosts ESG and alternative capabilities
The firm has hired sustainability heads and tapped AMP for an infrastructure team.
Diversify to buffer inflation
Eastspring backs commodities and Asia fixed income in year of volatility.
M&G favours fixed income and infrastructure
The asset manager recommends hedging inflationary risk with the two asset classes.
Boosting returns with infrastructure stocks
Investing in infrastructure should generate reliable and growing cashflows while embracing future trends, argues M&G Investments.
Franklin Templeton launches infrastructure fund
The income-oriented product is available to Singapore retail investors.
DWS backs private infrastructure
Global economic recovery is underpinning transport and power demand, while digital infrastructure is continuing to expand, says DWS.
C-Reits set to be a game-changer
The recent listing of China real estate investment trusts (C-Reits) to finance infrastructure projects could mark the launch of vast new market, according to Eastspring Investments.