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DATE
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27 APRIL 2022
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| Title | Are we heading into a recession? |
| Moderator | Ng Shin Seong Head, Investment Strategy & Advisory Standard Chartered Bank Malaysia |
| Speaker(s) | Roslin Zhu, CFA Portfolio Manager, Equities Fullerton Fund Management |
| Key Takeaways | 1. While share prices have pulled back due to changing risk appetite and interest rate hike expectations, technology shares with strong free cash flows and earnings growth such as Microsoft and Apple are still attractive long term holdings.
2. Uncertainties abound in 2022, with Russian invasion, Chinese cities lockdown, supply chain disruptions and record high inflation dominating headlines. Fullerton views that basic needs such as food, energy, healthcare and technology will offer opportunities despite persistent volatility in the stock markets.
3. Augmented Intelligence and big data analytics could offer trigger points that help portfolio managers make faster and more educated decisions in managing investors’ money.
Fullerton Fund Management, in partnership with TA Investment has recently launched TA Global Absolute Alpha-i, that aims to deliver in excess of 8% p.a. over the next 3 to 5 years. The fund is co-managed by Ken Goh, CIO of Fullerton Fund Management.
TA Global Absolute Alpha-i is available via SmartDirect, on your SC Mobile. |