The re-opening of economies next year provides opportunities in unfavoured sectors, according to Fidelity International.
Category: Equities
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.
Invesco manager avoids Southeast Asia equities
Digitalisation, premiumisation, experience, urbanisation and wellness are driving the Asia consumption story.
JPMAM warns of possible sector rotation
Investors are recommended to diversify technology stocks with value names when the pandemic situation improves.
Value Partners promotes healthcare fund in HK
Separately, China Life Franklin Asset Management is expected to roll out its Short Term Bond Fund in Hong Kong.
BNPP AM’s ESG thematic AUM nearly doubles
The firm’s water and energy transition strategies continue to be popular among investors globally.
Are European equities set to rise?
Sky-high tech stock valuations in the US are making investors nervous.
Schroders turns cautious towards China stocks
The firm’s China mixed-asset product has slightly trimmed down its equity allocation.
