Insights With Topics: Innovation
In crisis times like the current COVID scenario, when many stocks are at multi-year lows and finding opportunities seems to be challenging, our Premia Asia Innovative Technology strategy has proved to be among the most resilient large-cap thematic strategies that has rebounded well above the pre-COVID level with a YTD return of 7.1% (as of 6/12/2020) while also recently hitting an impressive record-high since its inception in August 2018. In this piece, we decipher for you this strategy’s exposures and why it is (more) relevant to investors, particularly post-COVID.
Jun 18, 2020
As cyclical movements would revert and short-term volatility hikes would calm, long-term strategic investors often look out for overarching secular or structural trends. Yet by definition, structural shifts and new innovations often take time. However, there can be catalysts! Witnessing a black swan can be a crisis, but like Winston Churchill advised – let’s not waste a crisis. So where do we look for growth opportunities?
Jun 12, 2020