The end of the current growth cycle is looming on the horizon, but choppy market conditions are no reason to be pessimistic, according to Schroders’ Simon Doyle who urges investors to get active because there’s no such thing as a free lunch.
Despite US-China tariffs, Schroders’ Jack Lee urges Asian investors to look at equity strategies more holistically as he outlines his reasons to AsianInvestor.
While Asia’s businesses are rapidly adopting ESG principles, the asset manager believes there needs to be an increasing focus on audits.
China’s A-share market, which has a market value of more than US$7 trillion, offers exclusive and diverse investment opportunities not found in offshore listings, according to Schroders.
Hong Kong’s public annuity scheme is a step in the right direction for addressing post-retirement incomes, but cannot address all the risks on its own, says Schroders.
Amid cautious optimism, investors are advised to keep a flexible approach as some asset valuations have become extended, says Schroders Hong Kong’s CEO Chris Durack.