A policy backstop has left Asian institutional investors in a moderate risk-on mood for the second half of the year.
Managers and investors are expected to pivot their credit exposure to take advantage of anticipated distress in the marketplace.
There are investment opportunities in sectors taking the lead in pandemic-related innovation as well as parts of the real estate market.
Lawmakers and regulators will be busy in the second half of the year, despite challenging circumstances and an upcoming election.
The global economy looks to be rebounding from the shortest and deepest economic shock in history, economists say, but concerns remain.