Fund Idea 5 Funds investors should look at for the second hal | FSMOne SG - Research Highlights

Fund Idea

5 Funds investors should look at for the second half of the year

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• Strong economic data and initial inflation prints have sounded a loud and persistent warning bell, and we believe the current low-interest rate environment is unsustainable and unlikely to persist for much longer.

• This makes it paramount that investors start positioning their portfolios accordingly.

• For the second half of the year, we continue to favour equity, and advocate for a quality and fundamental focus as these companies are likely to benefit from the higher inflation/interest rate environment and underlying.

• With these factors in mind, here are our top 5 fund picks for the second half of 2021.

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