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
Income seeker will have to be more adventurous, seeking out income in Asian High Yield or Dividend Equities. Investors could also consider, to leverage, within reasonable bounds, to enhance 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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