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Jan 21, 2025 | 
urbanland.uli.org | Andrew Crooke |Ron Nyren |Beth Mattson-Teig
After an unprecedented year for elections globally, including regime changes in many influential economies, markets are waiting eagerly to learn how investors respond, and how their response affects capital flows into the real estate sector.
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Oct 12, 2023 | 
fundselectorasia.com | Andrew Crooke
Fund selectors in Thailand and Malaysia seem to have accepted a higher-for-longer environment, responding by targeting income and diversifying portfolios, with higher quality securities as the preferred assets.
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Oct 11, 2023 | 
fundselectorasia.com | Andrew Crooke
As markets adjust to a new regime of higher-for-longer interest rates and today’s atypical business cycle, structural mega forces are now shaping the investment outlook. “Mega forces are structural changes we think are poised to create big shifts in profitability across economies and sectors,” said Jean Boivin, head of the BlackRock Investment Institute (BII).
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Oct 11, 2023 | 
fundselectorasia.com | Abraham Darwyne |Andrew Crooke |Thomas Blott
Skip to content Structural shifts and core longer-term themes are creating opportunities across sectors and regions today. Nuveen’s chief investment officer urges investors to embrace late-cycle opportunities as the economic clock winds down.
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Oct 10, 2023 | 
fundselectorasia.com | Andrew Crooke
For the rest of 2023, investors should focus on high-quality companies across credit and stock markets. “We advocate investors put their excess cash to work in portfolios, employing our barbell strategy,” said Hou Wey Fook, chief investment officer of DBS Bank. To generate income, the priority should be a mix of higher-quality corporate bonds and low-risk government bonds to secure steady yields amid volatile times, he explained.
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Oct 9, 2023 | 
fundselectorasia.com | Andrew Crooke
The promising fundamentals that exist today in corporate India look set to spur the domestic equity market to outpace its emerging markets (EM) peers. This outlook is in line with some of the significant steps that the country has taken more recently. For example, it has leapfrogged the UK as the fifth-largest economy globally and, in September, became the first country in the southern hemisphere to host the G20 summit.
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Oct 9, 2023 | 
fundselectorasia.com | Andrew Crooke
The Asian market for electric vehicles (EVs) is expected to flourish in the coming years as governments, the private sector and society in general all pursue decarbonisation goals. According to a report Asia’s Electric Vehicle Ecosystem to Benefit from Climate Goals and Demand Growth from Sustainable Fitch, the region will become a hub for EV manufacturing activity on the back of demand growth for low-emissions transportation.
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Oct 9, 2023 | 
esgclarity.com | ESG Clarity |Andrew Crooke
The Asian market for electric vehicles (EVs) is expected to flourish in the coming years as governments, the private sector and society in general all pursue decarbonisation goals. According to a report Asia’s Electric Vehicle Ecosystem to Benefit from Climate Goals and Demand Growth from Sustainable Fitch, the region will become a hub for EV manufacturing activity on the back of demand growth for low-emissions transportation.
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Oct 8, 2023 | 
fundselectorasia.com | Andrew Crooke
Investing in real estate via a mix of public and private routes will be more effective in offsetting the wide range of market risks. Such a diversified approach can help tackle the challenges of rising interest rates, ongoing property market adjustments and softer fundraising conditions, CBRE recommended in a new report.
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Oct 5, 2023 | 
fundselectorasia.com | Andrew Crooke
The long-term outlook for Chinese equities remains promising despite the current challenges in the domestic economy, especially for value investors in line with policy priorities. According to AB, valuations in the offshore and onshore markets are attractive versus the last 10 years. “Chinese equities also look cheap relative to the MSCI World Index of developed-market stocks,” said John Lin, chief investment officer for China equities at the US fund house.
