Companies with resilient income and predictable cash flow are likely to be robust in the second half of this year, says the UBS Global Wealth Management chief investment office (UBS GWM CIO).
Tag: security stocks
Pictet: Regulation a big driver of IT security
Data protection regulations, particularly in Europe, are expected to provide a boost to IT security company earnings, according to Yves Kramer, London-based senior investment manager for thematic equities at Pictet Asset Management.
The case for cybersecurity stocks
Pictet Security Fund senior product specialist Alexandre Mouthon sees the promising IT security space as highly fragmented, with more M&A on the horizon.
