Will the themes continue to outperform in 2021?
Category: Equities
EM funds should focus on ESG, RWC says
Within emerging markets, the firm is positive on technology disruption, financial inclusion, new auto tech, health and fitness, infrastructure development, education and sustainable energy.
T Rowe Price launches China equity fund in HK
The fund is one of two products managed by the US firm recently authorised by the Securities and Futures Commission (SFC) for sale to retail investors.
LGT tilts towards risk assets
The end-game for the pandemic this year will boost non-US cyclical equities, according to the bank’s investment strategist.
Spotlight On: Equities
Fund selector Asia presents Spotlight On – a multi-faceted, deep dive into investment themes and asset classes
Don’t count out technology, Global X says
Investors are concerned about US President Biden’s plan of increasing corporate taxes, which are expected to hit the growthier parts of the market.
T Rowe Price forms HK distribution partnership
The Baltimore-based asset manager has inked its first Asia ex-Japan direct retail partnership to sell funds.
Deutsche PB prepares for a ‘new reality’
Changing personal and business behaviour, structural shifts and rising inequality shape the bank’s investment strategy in 2021.
Gam bets on emerging markets
Four cyclical and three secular drivers support emerging market (EM) equities, according to Gam Investments.
Citi PB repositions portfolios for post-pandemic recovery
The underperforming equities of 2020 could become the winners this year, according to Citi Private Bank’s Asia investment strategist.
