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A long-term view is the best tonic for digesting tech sector volatility

A long-term view is the best tonic for digesting tech sector volatility

Recent volatility in the technology sector may cause some investors to lose sight of the powerful forces that have propelled the sector’s earnings growth; yet technology equities portfolio manager Denny Fish argues that a long view is essential for maximising the opportunity presented by the transition to a digital global economy.

COVID and tech: what have we learned as investors?

COVID and tech: what have we learned as investors?

In this video, Denny Fish, portfolio manager for the Global Technology & Innovation Strategy, shares his thoughts on how COVID has impacted technology and the key considerations as an investor in the sector.

First in first out of COVID, how has China fared?

First in first out of COVID, how has China fared?

May Ling Wee, China equities portfolio manager, discusses the main highlights for investors in China stocks over the first half of the year, the implications on portfolio performance and the outlook for the rest of the year.

FEATURED FUNDS

Global Equity Market Neutral Fund

A strategy that seeks positive returns above cash by investing primarily in fixed income securities and associated derivatives.

Horizon Global Sustainable Equity Fund

A global equity strategy employing an integrated approach to sustainable and responsible investment (SRI).

Horizon Global Property Equities Fund

Actively managed, high-conviction fund focused on the managers’ best ideas in listed property stocks and REITs, and aiming to deliver long-term capital appreciation.