Meanwhile, newly launched equity funds have continued to attract assets from investors.
Category: Equities
Are US tech companies expensive?
Investors should not be concerned about the rich valuations of US tech and healthcare companies, argues JP Morgan AM’s Tai Hui.
When seven heads become one fund
Assets of Capital Group’s New Economy Fund is divided into seven sleeves, each managed by a different person, but how will that affect the fund’s performance?
Should investors bet on Covid-19 treatments?
Sentiment toward biotech companies may deteriorate again if efforts to develop treatments for Covid-19 prove to be unsuccessful, according to Polar Capital.
UBP re-anchors portfolios
Investors should seek new ways to protect their portfolios and to generate returns, according to Union Bancaire Privée (UBP).
T Rowe Price positive on Hong Kong
Low valuations, strong free cash flow and selective sectors can support a continued rally in Asia-Pacific markets, despite short-term uncertainty and further volatility, according to T Rowe Price strategists.
Eastspring identifies A-share opportunities
The Covid-19 outbreak has significantly impacted the Chinese economy, but it is unlikely to undermine the country’s structural drivers, according to Eastspring Investments’s China equities CIO.
Lion Global joins income bandwagon in Singapore
Schroders, Allianz GI, Aviva Investors and Fullerton Fund Management have also launched income products in the Lion City.
Will the rally in global equities continue?
UBS Wealth believes that there are opportunities in the beaten-up value stocks in Asia, including Singapore and India.
Invesco wary of China’s tech sector valuations
However, a concentration in China’s tech giants will become more common, according to an Invesco fund manager.
