Insights With Topics: Semiconductor
KOSPI and TWSE outperformed the S&P 500 over 6 months and 12 months. South Korea’s KOSPI and Taiwan’s TWSE indices have outperformed the S&P 500 over the past 6 months and 12 months. However, on a year-to-date basis, the S&P 500 has done better than the KOSPI but continues to lag the TWSE by a long way.
May 6, 2021
We see the need to evolve from conventional geography centric or factor-based asset allocation models to sector and megatrend-minded models to capture secular alpha from structural changes.
Jan 13, 2021