Riding the Recovery Wave
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DATE
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SATURDAY, 10 JULY 2021
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| Title | H2 2021 Global Market Outlook – Riding the Recovery Wave |
| Webinar Details | The World Bank has recently upgraded its global growth forecast from 4.1% to 5.6% in 2021, the strongest recovery in nearly five decades. This optimism is reflected in global equity prices which have risen by over 10% year to date and in excess of 80% since March 2020*. Can the strong performance last? Are markets priced to perfection? Should we be worried about the recent spike in inflation? What are the key structural trends that will support global growth? *Sources: MSCI, World Bank and AP News |
| Host | Ng Shin Seong Head, Investment Advisor Standard Chartered Bank Malaysia |
| Speaker(s) | Tai Hui Chief Market Strategist (Asia), J.P. Morgan Asset Management Audrey Goh Senior Cross Asset Strategist, Standard Chartered Bank Ulrik Fugmann Co-Head Environment Strategies Group, BNP Paribas Asset Management Yan Taw (YT) Boon Managing Director, Portfolio Manager and Director of Research (Asia) Neuberger Berman |
| Registration Link | https://primetime.bluejeans.com/a2m/register/padchfqq |
| Post event Key Takeaways | We had great insights speaking to our panel of speakers on how the equity markets have performed in H1 2021, where should we be investing in H2 2021 and beyond, where to seek higher income when interest rates are expecting to rise in US and where opportunities lie in the next 3 to 5 years.
In case you missed the webinar, here are some key takeaways: 1. Where should we be investing in the next 12 months Equities remain our preferred sector even though stimulus-led strong equity rally is likely to give way to more sustainable pace of gains. US has led the recovery in H1 2021 and Europe’s reopening is likely to steal the spotlight in H2 2021 this year. While the region has been unloved in the last decade as investors seek growth, earning recovery and a value tilt in European stock markets (industrials, materials, financials and energy) leaves room for European stocks to outperform. While Chinese tech have been underperforming lately due to regulatory overhang, investors who look past short-term volatility in technology sector have historically done well.
2. Where should we be investing for higher income
3. Where opportunities lie in the next 3 to 5 years – Climate investing and Disruptive Innovations have taken center stage as governments and corporates adapts to the new norm of targeting net zero. Energy transition will be an essential step in our journey towards carbon neutrality. On the other hand, 5G roll out is picking up pace as countries like US and EU commit infrastructure spending to win in the digital economy.
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