03 July 2020
With many countries and regions in Asia gradually easing their COVID-19 restrictions and resuming work, is now the time for investors to review their portfolios? If so, what are the investment themes that will drive Asian and Greater China markets?
In June 2020, Manulife Investment Management hosted webinars where our investment experts shared what they think will happen next and where investment opportunities lie in the Asian markets. We have taken some of the key highlights of the webinars for your easy viewing. Alternatively, you may view the full webinar replays.
Hear from our speakers why Asian bonds which have high credit quality is an increasingly attractive asset class.
Endre Pedersen, CIO, Fixed Income, Asia ex-Japan
Fiona Cheung, Head of Credit, Asia
Our speakers share the advantages of investing in North Asia and the three crucial trends in Asia right now: more digital, more debt, and less global.
Ronald Chan, CIO, Equities, Asia ex-Japan
Kai Kong Chay, Managing Director and Senior Portfolio Manager, Greater China Equities
A stable rate environment should be a fillip for Asia REITs
Asia REITs offer investors a unique income opportunity in the new year as rates have likely peaked with the possibility of declining borrowing costs in 2024.
Accelerating momentum amid a transitioning macro backdrop
A changing global rates environment positions Asian Fixed Income to accelerate in 2024 with attractive nominal yields and carry opportunities.
Aggressive monetary and fiscal easing to fight debt-deflation pressures
This 2024 outlook presents our baseline views on the key macroeconomic themes that will likely impact China’s bond market in 2024 and explains why an active China fixed-income strategy should continue generating value for global investors.
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