But there is a difference between growth-at-any price tech and growth tech at a reasonable price.
Category: Asset Class in Focus
RBC WM sees strong economic growth to support US equities
RBC Wealth Management likes the financials, energy and information technology sectors.
Morgan Stanley supports value rotation
Growth and US equities are most exposed to rising yields, argues the investment manager.
Diversify to buffer inflation
Eastspring backs commodities and Asia fixed income in year of volatility.
HSI will peak in the summer according to “bazi”
CLSA has released its annual Feng Shui Index (FSI) which predicts this year’s Hang Seng Index performance and gives sector preferences.
Singapore discourages cryptocurrency trading by public
MAS has issued guidelines to limit service providers from promoting cryptocurrency.
Mispriced credit opportunities in China
Lombard Odier has turned positive on China fixed income in anticipation of policy loosening.
Best and worst performing fixed income funds in 2021
Surging inflation and China’s property crisis led to a tumultuous year for fixed income markets.
