Introduction
Three sectors dominate the global equity environment, accounting for almost half the entire market. The size and complexity of the technology, healthcare and financials sectors has meant fund firms have invested heavily in offering focused funds and strategies.
Fund buyers and portfolio managers can use such products to create their own equity biases for clients, but must remain aware of volatility and overall diversification.
This special report focuses on questions such as: What should buyers consider when creating a more focused global equity strategy? While technology stocks have led the way in 2017 - where do future returns lie?
In healthcare, are traditional pharma stocks expected to grow with their drug pipelines, or will they need to buy younger firms in order to succeed?
And in financials, are banks really set to return to form in the macro environment, or will they remain in the shadows of their insurance peers?
