Monica Defend, head of global asset allocation research at Pioneer Investments, sees a dynamic scenario for 2017 and describes major investment themes that will characterise the year.
Upward revisions of corporate earnings and attractive valuations should buoy emerging market equities, according to Eastspring Investments and Schroder Investment Management.
Fast growing volumes, liquidity and diversity provide more options for regional investors, argues Clifford Lau, head of fixed income for Asia-Pacific at Columbia Threadneedle Investments.
Family offices and HNWIs are increasingly investing in private equity, according to Preqin.
Robin Tsui, ETF Gold Specialist at State Street Global Advisors, explains the benefits of gold exposure in the portfolio.
The past decade was a lesson in how volatile equity markets can inflict drawdowns that badly hurt investors’ capital. This year has been no different, with markets see-sawing under the influence of factors as diverse as the Federal Reserve’s interest rate policy, Brexit, instability in the Middle East and the recent US presidential election.
With government bonds looking less attractive, investors may consider expanding their fixed income horizons beyond the developed world in the search for yield, said Jack Lin, head of Asia-Pacific, Middle East & Africa at Pioneer Investments.
Rising household wealth is transforming Asian economies and creating opportunities for global investors, according to Sharat Shroff, portfolio manager at Matthews Asia.
A diversified multi-asset strategy can help investors mitigate increasing market volatility, according to Valentijn van Nieuwenhuijzen, head of multi-asset at NN Investment Partners.