Reported 8 months ago
Nomura Investment Corp., a leading pioneer in Taiwan's investment trust industry, continues to drive investment opportunities with its innovative multiple asset fund that diversifies asset categories to enhance overall returns. In 2024, they focus on a global technology multiple asset fund, utilizing unique supply chain analysis for stock selection to capture the most promising technology themes and related supply chains, riding the wave of the fifth technological revolution. With a strong belief in the trend of AI, Nomura's global technology multiple asset fund strategically positions itself in high-growth potential technology themes, complemented by high-quality all-weather bond strategies to balance the volatility of tech stocks. This combination offers investors the chance to participate actively in the explosive growth of tech stocks while reducing volatility risks to more acceptable levels. Demonstrated by 20 years of backtesting, the performance of a combination of tech stocks and all-weather bonds surpasses that of global stocks and investment-grade bonds, indicating the compelling investment value of tech stocks in a multi-asset portfolio. Nomura forecasts that its upcoming fund, focusing on technology as a multiple asset theme, will harness the rapid advancement of the fifth technological revolution, providing a new tool for global technology investment. As the U.S. remains uncertain about interest rate hikes and with the disturbance of the upcoming election, the bullish trend in AI remains unchanged, making tech and AI-related assets the preferred investment targets for the latter half of 2024. Since the introduction of Generative AI in 2022, it has revolutionized global industries and financial markets, presenting a rare investment opportunity amidst the overwhelming impact of the AI wave. Technological innovation once again emerges as a crucial factor in economic development, signaling a new era with the fifth technological revolution triggered by the rise of AI and cloud computing, offering unprecedented investment opportunities.
Source: YAHOO