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investment themes
Global Markets

Greater volatility in equities, test for AI counters and US stocks to remain dominant in 2025: Schroders
The investment environment is likely to become more nuanced and volatile in 2025.
February 11, 2025
Funds

Investors 'cannot avoid' China as an investment theme despite slow reopening recovery
China's recovery might be slow-than-expected, but CSOP says that investors 'cannot avoid' China as an investment theme.
June 15, 2023
Investing strategies

'Golden era of innovation' to drive equity investment opportunities: Capital Group
Capital Group believes a slew of innovation-driven opportunities will emerge across the next decade for investors.
July 13, 2021
Investing strategies

Why Asian family businesses continue to dominate markets
SINGAPORE (Sept 12): The financial performance of Asia’s family-owned businesses is far superior to their peers in terms of growth and profitability, finds a recent report published by the Credit Suisse Research Institute (CSRI).
September 12, 2018

3 investment themes to consider in a world of dwindling volatility: BlackRock
SINGAPORE (July 26): The global economy is now settling into a cycle of synchronised and sustained economic expansion with an improved Eurozone outlook, ebbing deflation fears, and subdued financial market volatility.
July 26, 2017

Temasek's net portfolio value rises 14% to record $275 bil for FY17 ended March
SINGAPORE (July 11): Singapore state investment company Temasek has announced that its net portfolio value for the year ended March rose 14% to $275 billion.
July 11, 2017

4 key demographics and 5 investment themes for Asia
SINGAPORE (June 22): Here are four key Asian demographic dynamics that could impact Asian equities in the coming years, according to a recent report by CIMB.
June 22, 2017
Investing strategies

5 investment themes to prepare for the unexpected this year
SINGAPORE (Jan 10): Bank of Singapore (BoS) Chief Investment Officer (CIO) Johan Jooste is urging investors to adopt a cautious stance going into 2017, going “underweight” on risk assets and “overweight” in cash.
January 10, 2017
Broker's Calls

2017 is going to be a growth challenged year. Here’s how to prepare for it
SINGAPORE (Nov 21): UOB Kay Hian has set a modest 2017 year-end STI target of 3,000 in anticipation of “another challenging year ahead”.
November 21, 2016
Broker's Calls

‘Tis the season to ride the M&A wave
SINGAPORE (Nov 9): Following the recent spate of privatisation, UOB Kay Hian is casting the spotlight on the merger and acquisition (M&A) investment theme.
November 09, 2016









