DWS believes markets will be turbulent, but its base scenario remains positive.
Category: Equities
Why the big tech rout is not over yet
But there is a difference between growth-at-any price tech and growth tech at a reasonable price.
RBC WM sees strong economic growth to support US equities
RBC Wealth Management likes the financials, energy and information technology sectors.
Morgan Stanley supports value rotation
Growth and US equities are most exposed to rising yields, argues the investment manager.
HSI will peak in the summer according to “bazi”
CLSA has released its annual Feng Shui Index (FSI) which predicts this year’s Hang Seng Index performance and gives sector preferences.
Gam Investments finds opportunities in Asian equities
Favourite themes include consumption and the emergence of local brands.
