Even as they increase regulatory oversight of the tech sector, Chinese authorities still value the role played by private sector companies in digitising the country’s economy, research analyst Adam Wolfman explains.
Portfolio manager Denny Fish sees the current tech rally being guided by earnings results and acknowledgment of the strong positions of leading tech and Internet companies aligned with the themes of the cloud, e-commerce and artificial intelligence.
Recent months have seen macro and microeconomic fundamentals broadly improve and corporate bond markets are priced for this to continue. We dedicated an ISG meeting to consider what could go wrong and how fixed income markets might respond.
With valuations high and the global economy reopening, fixed income portfolio managers Dan Siluk and Jason England argue that investors should take a methodical approach in assessing what is next for the bond market.
Despite delivering positive returns, healthcare underperformed the broad market in the first half of the year. Portfolio Manager Andy Acker explains some of the reasons why – as well as why he is optimistic about the sector’s outlook.