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No Tech Thursday + Selecting the Right Fund for Your Portfolio We are not going to talk about tech stocks which have gotten enough attention. Instead we will do a focus on four non-tech US stocks which are popular with Singaporean investors. Let us examine how high inflation, rising interest rates and a slowing economy will impact their earnings, and discuss whether their share prices have already overreacted to potential bad news. 2022 has proved to be a challenging start for both equity and bond investors. Persistently high inflation, slower economic growth, and a trajectory for higher interest rates remain at the center stage. For investors who are looking for portfolio diversification, we will share fund ideas to complement with Paul's “No Tech Thursday” session.Speaker's Profile Paul is the strategist of UOB Kay Hian Wealth Management. He has 30 years' investment experience in the capital markets and commodities and has held positions in the UK, Geneva, Singapore and the US for the world’s largest commodities trading firm. Shu Le is a Fund Research Analyst focusing on Unit Trust research and analysis. Prior to joining UOB Kay Hian, she was conducting market research in the asset and wealth management industry in the region.
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