Investors around the world are holding tight to the latest rollercoaster ride in global equity markets. And there is no clear sign of when it might end; volatility is an ever-bigger part of the existing mix of rising interest rates and inflation – at the same time as a post-pandemic world grapples with a return to normality amid extreme geopolitical tension and uncertainty.
This is far more challenging than even the most bearish investors were expecting. Strong corporate earnings growth in 2021 was supported by record monetary and fiscal stimulus that helped a turnaround in business activity. Even though inflation and higher rates were on the horizon, the investment environment has become more unpredictable than anyone could have imagined.
In response, rotation into growth, value, cyclical or defensive stocks, as well as regional exposures, will be determined by a blend of macroeconomic and geopolitical factors, as well as far-reaching structural trends. At the same time, investors continue to strive to achieve key sustainability targets via allocations to a variety of themes in emerging sectors.
Against this backdrop, the FSA Spotlight On: Equities event will examine how investors can allocate their assets to various companies, markets and strategies.
RELATED FEATURES AND PARTNER Q&A
A look at the latest equity investment trends in 2022
For our Spotlight On: Equities week, Fund Selector Asia spoke to our partners over a two-section series. This is section one, where we look at the latest equity investment trends in 2022.
Inverted yield curve muddies recession outlook
But equity investors should not be running for cover yet, according to optimistic asset managers.
Thematic funds gain traction in Asia
Technology, healthcare, and sustainability themed funds are expected to perform well, a report finds.
The key risks for equities this year
For our Spotlight On: Equities week, Fund Selector Asia spoke to our partners over a two-section series. This is section two, where we look at the risks in 2022.
VIRTUAL EVENT
Watch the Spotlight On: Equities panel discussion – Now available on-demand
PARTNER STRATEGY CONTENT
abrdn Asian Sustainable Development Equity Strategy
Investing in Asia Pacific companies (excl. Japan) aligned with UN SDGs, this strategy offers the opportunity to make real impact while also offering upside potential, accessing diversified opportunities and benefiting from tailwinds that help accelerate progress.
Regnan Sustainable Water and Waste Fund
There’s no economy without water and no sustainable economy without waste management.
