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.
VIRTUAL EVENT
Watch the Spotlight On: Equities panel discussion – Now available on-demand
Related Features and Partner Q&A
Tech, Greater China dominate global equity fund flows in 2020
Will the themes continue to outperform in 2021?
A look at the opportunities in 2021
As part of our Spotlight On: Equities, Fund Selector Asia spoke to our partners over a two-part series. This is part one, where we look at the opportunities in 2021.
Risks to look out for this year
This is part two of the Spotlight On: Equities series, where partners discuss the risks that may loom over the asset class in 2021.
LGT tilts towards risk assets
The end-game for the pandemic this year will boost non-US cyclical equities, according to the bank’s investment strategist.
PARTNER STRATEGY CONTENT
Mirae Asset Asia Growth Equity Fund
Capturing the Growth Champions in Asia’s Evolving Landscape
TT China Focus Fund
An All China equity strategy, targeting the most exciting Chinese companies, regardless of market domicile.
Federated Hermes Impact Opportunities Equity Fund
Investing in impact – the companies of the future
