SCB Julius Baer recommends investing in stocks in the global trend of the future – Post Today Stocks

SCB Julius Baer recommends investing in stocks in the global trend of the future

Date 10 Nov 2021 time 10:45

SCB Julius Baer recommends investing in stocks in the global trend of the future Confident that the global market still has strong growth opportunities in the long run

Mr. Joseph Caseras Managing Director Investment and Product Advice Executive SCB Julius Baer Securities Co., Ltd. said, “From the perspective of the global economy in the last quarter of 2021 prepared by Julius Baer, ​​we find that the COVID-19 outbreak that lasted more than 18 months It affects all sectors and leads to dramatic changes in economic and social conditions. The whole world faces inevitable challenges. Recommendations for investments for the rest of this year that may be accompanied by QE Tapering We continue to view this as an investment opportunity in the middle of the economic cycle (Mid-Cycle Opportunities), which has undergone a period of rapid recovery. There has been a huge expansion. But that doesn’t mean the economy won’t continue to expand. While the economic stimulus that may begin to decline, there is still both monetary policy. And the fiscal will help support the stock market can still rise. Stock markets in developed countries are still attractive for investment. We also focus on investing in the growth group and increasing investment in the defensive group to reduce volatility.”

In the last quarter of 2021, there are 4 main factors affecting investment as follows:

The Big Picture in Investing – Mid-Cycle Opportunities

after the rapid economic recovery From now on, growth is expected to slow down. This leads to an economic picture that has a chance to enter the middle of the cycle. Relaxation policy implementation And profits from various productions, resulting in the growth rate after the Covid crisis will remain strong. For the SCB stock market, Julius Baer recommends investing in growth stocks and adding defensive stocks, having revised his recommendation to increase investment in Swiss stocks. land and maintain the same recommendation that likes stocks in the health business group (Healthcare), technology (IT), financial institutions (Financials) and dividend stocks that generate consistent income. In the Chinese stock market I see that there is still a risk of strict government policy including interference in some businesses. Therefore, we have upgraded our recommendation to quality stocks in Asian countries. except China

Debt – Requires proactive management and careful credit quality selection.

“SCB Julius Baer” believes that debt instrument management in the selected tenure segment is important during periods of rapid change in bond yields due to the high volatility in the market and the rising volatility in the market. change in investor status In addition, entering the middle of the cycle (Mid-Cycle), it is unlikely that all investments will receive equally good returns. Although we still see a more positive view than a negative one. We still recommend investing in moderate credit risk. but emphasizes the quality selection of the issuers with care

Future global investment trends – factors that we focus on

In selecting the leading companies that will benefit from long-term trends in global structural change, it is important that we adopt a looking forward investment approach when considering investments. Julius Baer has focused on 3 key investments that are attractive and believed to generate good returns: Circular Economy, Healthy Living, Automotive. Future Mobility

A Resilient and Resilient Company – The Secret to Success

Companies around the world are affected by changes that pervade all business sectors. If you look deeply into the success factors of a company that can survive and even make a profit for the company even during the crisis. It has been found that these companies in many industries are companies that are highly flexible, i.e., have high pricing power. It has a business growth model that is independent of economic cycles. and is generally not affected by supply chain disruption

“From these four factors, we still believe that there is still investment opportunity from the current situation. especially the high growth group and future world trends And should diversify the investment risk should not be invested in just one product by SCB Securities Company Julius Baer has a team of Expert Advisory investment experts with knowledge. and experience The same standard of wealth management skills as Julius Baer, ​​ready to give advice. and as a consultant to key clients to help clients manage their portfolios with flexibility and create sustainability in the long term,” concluded Mr. Joseph.