Among the themes in focus by leading global investment managers were countering inflation and private property declines with listed real estate, the contrarian opportunities in Asia ex Japan, and how to identify opportunities in China that will benefit from both near-term reopening tailwinds and long-term growth prospects.
Following the deep-dive presentations, our panel discussed realigning portfolios in a new reality.
China’s post-pandemic growth gathers pace
Turning environmental hopes into investment reality
Protected: Accessing India’s tech future
Thematic investment series: Innovative transformation cuts across “old” and “new” economy companies
Don’t get left behind in fixed income
Healthcare’s innovation shifts into high gear
Your Questions Answered by Federated Hermes Impact Opportunities
China bonds: plugging the yield gap
Accessing Asian 5G innovation: three key portfolio themes
Tech WELLcovered | Work reimagined
Golden mystery, Next big Healthtech thing, Plastic everywhere, The Magnificent Seven wane, Dreary fund presentation hell, Putting The Economist in its place, A touch of Shakespeare and much more.
Part of the Mark Allen Group.
