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When will 5G stocks begin to outperform

Week 1, June-22 Rapid Fire Sessions

 

DATE
14 June 2022
Webinar Title Are rising prices the key catalyst for clean energy transition?
Speaker Ulrik Fugmann
Portfolio Manager
BNP Paribas Asset Management
Key Takeaways 1. High energy price over the longer-term will be a catalyst to accelerate clean energy transition
The crisis in Russia and Ukraine shows that the EU is aiming to phase out its dependencies on Russian fossil oil and this is going to boost the addressable market. In a rising interest rate environment that is punishing growth stocks, renewable energy stocks have outperformed. The valuation for clean energy is still far below its potential value relative to global equities and this has made clean energy a very compelling investment proposition, with low valuation with high potential growth.

 

2. Higher interest rate could stall projects development, but it will not reduce the growth opportunity in clean energy
A higher interest rate will hit all companies globally, not just on renewables. In a forward-looking market, given the structural trend and high policy support, the earnings outlook for renewable energy companies continue to look more resilient compared to the rest of the market.

 

3. Volatility is the overarching theme, however long-term trajectory is a compelling upward trend
Potential huge market relief that could spark a growth rally again is the likelihood of a resolution in Russia and a lower inflation number. Over the next 3 to 6 months, specific catalysts that investors can look forward to includes Biden’s Build Back Better Plan (BBB) and net metering (NEM 3.0) which will significantly drive the residential solar space.

Are rising prices the key catalyst for clean energy transition?

High energy price over the longer-term will be a catalyst to accelerate clean energy transition

 

DATE
15 June 2022
Webinar Title How does infrastructure assets improve portfolio resilience?
Speaker Ajay Dayal

Client Portfolio Manager

Clearbridge Investments
Key Takeaways 1.  Infrastructure as an asset class has delivered resilient performance year-to-date despite market turmoil, as infrastructure companies are expected to broadly maintain steady revenue and stable margin during rising inflation environment. This allows infrastructure companies to maintain a rather predictable dividend stream regardless of inflation level.

2. Different economic environments tend to benefit different sub-sectors of infrastructure. Hence, an active approach is required in selecting the right infrastructure equities to navigate across market cycles.

3. Historically, infrastructure has been able to capture 68% of the equity market upsides but only 58% on the downsides, showcasing itself as a “defensive growth” asset class. Despite its resiliency during equity market downturns, infrastructure has also delivered commendable return yet lower volatility when compared to global equities and global REITs over the past 10 years (as of end-March 2022). These characteristics of infrastructure makes it a worthwhile consideration into one’s portfolio.

How does infrastructure assets improve portfolio resilience?

Historically, infrastructure has been able to capture 68% of the equity market upsides

DATE
16 June 2022
Webinar Title How would 5G investing be relevant to investors post Covid-19?
Speaker YT Boon
Portfolio Manager
Neuberger Berman
Key Takeaways 1. The 5G theme remains solid as the 5G rollout globally is not slowing down, and 5G remains a strategic priority of governments as they continue to incentivize investment.

2. We expect continued capital expenditure in 5G infrastructure and strong pricing power in semiconductors into 2H22. In addition, 5G plays an important role in enabling the metaverse as ultra-fast networks with low latency are required to transfer massive data & computing power in real-time. The fund has 15-20% exposure to the metaverse.

3. YT Boon explained that the fund has been impacted by market sentiment and macro challenges. Should inflation continue to exceed market expectations, the growth to value rotation might persist for some time.

4. He strongly believes that investors will re-focus on a solid and visible theme like 5G when the dust settles.

5. In conclusion, it is prudent to take advantage of market weakness and dollar-cost averaging into Principal Next-G Connectivity Fund that would help to “Future-Proof” your investment portfolio as the theme has a solid runway over the long term.

How would 5G investing be relevant to investors post Covid-19?

The 5G theme remains solid as the 5G rollout globally is not slowing down