Investors should ride out short-term volatility and retain faith in long-term tech trends, according to a UBS Asset Management (AM).
Category: Industry views
Asean sees positive sentiment shift
Following recent underperformance in the region as a result of the impact of the pandemic, the longer-term outlook is now looking brighter, according to Eastspring Investments.
NNIP urges portfolio caution
Fixed income and equity portfolios need to prepare as question marks emerge over economic growth, according to NN Investment Partners (NNIP).
Global equities face choppy waters
As policy and liquidity tensions build, there is a growing threat they will disrupt the apparent calm in stock markets, according to T. Rowe Price.
Barings backs HY rising stars
$200bn of HY bonds are likely to migrate back to the IG market, according to Barings.
DWS backs private infrastructure
Global economic recovery is underpinning transport and power demand, while digital infrastructure is continuing to expand, says DWS.
Apac investors fear inflation
Although most Apac investors feel optimistic about economic growth and stock markets, they will adjust their portfolios to counter rising inflation, according to a UBS Global Wealth Management (GWM) survey.
Schroders bets on European recovery
Rising corporate earnings will support European stocks, according to Schroders’ multi-asset team.
JOHCM takes China profits
A strongly performing JOHCM Asia ex-Japan fund has pared back its bets on China and built a hefty exposure to India equities.
Natixis expects further equity gains
Post-pandemic sectors will continue to shine, according to Natixis Investment Managers (IM)
