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Are we heading into a recession?

Are we heading into a recession?

DATE
27 APRIL 2022
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.

Are we heading into a recession?

Our Rapid Q&A covered topics from potential recession risk to how augmented intelligence helps enhances portfolio management.