Themes tied to technology and healthcare have become the clear beneficiaries of 2020, benefitting from lockdowns to contain Covid-19. While they continue to be long-term themes, an expectation of a global economic recovery, on the back of the development of a vaccine, should bode well for beaten markets last year.

Spotlight On takes a deep dive on this expected sector rotation and our partners Federated Hermes, Mirae Asset Global Investments and TT International will be discussing how investors should allocate their assets in the global equity market, what opportunities they should take advantage of, as well as identify the risks that they should be aware of in 2021.

Dedicated partner pages with video content, reports and analysis will go live w/c 22 February however you can register now for the Spotlight On: Equities LIVE event on 25 February here.


Watch the Spotlight On: Equities panel discussion – Now available on-demand

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TT China Focus Fund

An All China equity strategy, targeting the most exciting Chinese companies, regardless of market domicile.