Economic resiliency will be re-tested this year, and the US and China will be key to global recovery, according to State Street Global Advisors (SSGA).
Category: Equities
MSIM offers Asia strategy in HK
The strong performing product aims to complement a similar global equity opportunities fund.
JPMAM still positive on healthcare and tech
On the fixed income front, JP Morgan AM prefers risk assets, including high yield and emerging market debt.
Maitri sees huge opportunities in climate change investments
The multi-family office has also identified four other key investment themes.
Robeco keeps faith in China equities
Higher corporate earnings as the economy recovers underpins China stocks, according to Robeco.
Will the tech rally continue in 2021?
Lombard Odier is advising investors to have a balanced portfolio consisting of cyclical and growth stocks.
Fidelity rotates into recovery stocks
The re-opening of economies next year provides opportunities in unfavoured sectors, according to Fidelity International.
UBS AM banks on economic recovery
In a low yield environment, investors are advised to look at alternative sources of income, according to UBS Asset Management.
HK’s distributors seek thematic strategies, NB says
They are also looking to add RMB-denominated products on their platforms.
Fidelity rides on 5G theme
The firm changed the strategy of its global communications offering, which is expected to roll out in Singapore.
