The end-game for the pandemic this year will boost non-US cyclical equities, according to the bank’s investment strategist.
Category: Industry views
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.
UBP’s net inflows double in 2020
The bank has made substantial investments in digital capabilities to maintain business continuity during the pandemic.
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.
M&G expects ‘more of the same’
The themes of last year will dominate 2021, but a narrow consensus view means investors should be cautious, according to the UK-based asset manager.
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.
How to identify ‘genuine’ ESG funds?
Axa Investment Managers also highlighted investment opportunities in the ESG space.
SSGA backs US and China equities
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).
