Think Differently About Income
Why Asian Bonds
Relatively attractive yields
Asian credit continue to generate higher risk-adjusted yields than global counterparts.4
Relatively stable macro-economic fundamentals in Asia
Macroeconomic fundamentals remain encouragingly resilient in Asian credit with an improving upgrade-to-downgrade ratio and a moderating default rate.5
China is fast-tracking a return to economic normalcy
The combination of reopening plus more supportive policy means China is likely to enjoy a growth spurt this year6.
Why Multi-Asset
Broadens opportunity set to find compelling income
With the challenging market events in recent months, tapping into multiple sources can help deliver income.
Manage risks through diversification
Diversifying across a broad range of asset classes can help manage volatility.
Flexibility to adapt to changing markets
Investors must be ready to adapt to ongoing inflationary pressures, growth concerns, and market volatility.
BlackRock Dynamic High Income Fund
Why Global Bonds
Structural demand for income persists
Fixed income yields have bounced back after two decades of lows, with the most attractive income opportunities lying in high-quality credits such as Euro and US investment grade corporates7.
Flexibility to adapt to changing markets
Active sector and security selection allows investors to take advantage of attractive income opportunities.
Portfolio protection
Global investment grade bonds provide investors with high quality exposure which may protect total portfolio returns during volatile markets.
Why Equity Income
Beneficiaries of higher rates
With higher interest rates likely in the short and medium term, we see attractive dividend payers whose business models directly benefit from higher interest rates, such as financials.
Focus on quality businesses
Our equity income strategies focus on quality dividend paying companies with attractive valuations to deliver attractive and reliable dividend yield. Incorporating valuation has historically led to superior returns, with the top 20% of the HOLT quality universe recording 15.4% annualized return.8
Resilience dividend payers
Dividend-paying companies have historically weathered diverse market conditions better over the long term, returning 10.9% vs 7.4% for non-dividend payers since 1978.9
BlackRock Systematic Global Equity High Income Fund
Why Real Assets
Diversifying returns
Diversify portfolio returns, with traditional real estate and infrastructure delivering liquidity, immediate exposure and inflation-hedging potential.
Megatrends driving real asset space
We see technology, urbanization and climate change as powerful, transformative forces that impact the global economy, business and society – influencing our investment decisions.
Fast growing alternative investment
Real estate investments are physical assets such as offices, data centres and self-storage spaces with clearly defined earnings and income.
Our recent accolades
It’s our honour to be awarded across asset classes and strategies in service to your investing needs