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Stagflation fears, rising energy prices, and spiralling bond yields. The headwinds may be plenty, but the DBS Chief Investment Office believes the risk rally will stay strong. Inflation will be transitory given the peaking of supply chain bottlenecks, while increased energy efficiency and rising yields' limited impact on "long duration" stocks will ensure risk assets are not derailed.
To navigate rising energy prices and interest rates environment, gain exposure to US Tech and Financials. US Tech has resilient operating margins and would not be impacted by rising energy prices, while rising rates and bond yields benefit US Financials as net interest margins increase.
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Simply click on the stock name below for direct access to our online equity trading platform.
Active, diversified US-centric portfolio of around 90 holdings that benefit from the development and use of Technology. Top holdings are focused on the large cap established leaders while also investing in a long tail of smaller and emerging technology companies.
The Fund invests into IPO and private companies and this has historically been a good source of alpha for the fund.
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