Messages in Focus Find long-term value in stocks

5 min read

Given the magnitude of current uncertainty, further short-term declines in stocks are possible. But periods of heightened market volatility and uncertainty can often lead to attractive long-term entry points. We focus on parts of the market that have fallen substantially yet offer strong fundamentals or good long-term growth potential.

Key investments takeaways:

  • Market volatility and uncertainty look set to continue. As a result, further market downside cannot be ruled out, and we have moderated our earnings forecasts this year
  • But periods of heightened volatility and uncertainty can often lead to attractive long-term entry points.
  • We focus on beaten-down stocks across regions, including those present in long-term thematic plays like 5G, automation and robotics, smart mobility, and consumer experience, as well as opportunities across China equities

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