Investors are concerned about US President Biden’s plan of increasing corporate taxes, which are expected to hit the growthier parts of the market.
Tag: USA
Bringing diversity to real estate returns
In today’s lower-for-longer rates environment, where bonds no longer provide the reliability in returns and safety that investors want, yield with controlled risk is highly sought after. The US housing sector can fill the gap, say senior executives at Walton.
US housing shows resilience amid uncertainty
A surge in demand from US homebuyers has shaken off concerns over the impact of Covid-19 on housing and land development. Tapping this opportunity requires market experience and the right relationships, say senior executives at Walton.
CSOP in distribution pact with US firm
With no on-the-ground sales force in the US, the Hong Kong firm has had difficulties promoting its products since it entered the market in 2015.
Under the hood of a top-performing US tech fund
The JP Morgan US Technology Fund is tilted toward enterprise companies instead of consumer-focused ones.
Small caps and volatile US equities
There are sound reasons to see increasing US equity risk, but Thorsten Becker, a JO Hambro senior fund manager, argues smaller companies are different.
Faang stocks lose their bite
The five tech giants saw an average loss of 2.2% when the market opened for the new year.
Capital Group preps funds for HK retail
The firm has had three emerging market funds approved by the SFC, and is one of several foreign asset managers who are increasingly targeting Hong Kong’s retail investor base.
Chinese banks to benefit from trade war, says UBP
Trade tensions between China and the US will not hit equities across the board, according to Union Bancaire Privee (UBP) chief investment officer, Norman Villamin, who advises allocating to beneficiaries of reflation policies.
UBS Wealth: Stay invested in the late cycle
Investors should stay invested during the late stage of the bull cycle despite increasing market volatility, according to Hu Yifan, regional chief investment officer at UBS Global Wealth Management.
