Investment Views from Managers
                                                               
                                                               

                                                              Investment Views from Managers

                                                              BCT funds are managed by eight independent fund management companies. Their expert advice on the current market and investment tips will help you build a solid portfolio:


                                                              Market Snapshot
                                                              May 2022
                                                              Market Snapshot
                                                              Market Snapshot

                                                              United States

                                                              • US equities suffered their worst quarterly declines since 2020. Fears that the Federal Reserve (Fed) would need to be more aggressive in raising rates sparked the initial sell-off
                                                              Source:
                                                              May 2022
                                                              Market Review
                                                              Market Review
                                                              • China has more room to ease monetary conditions unlike many developed markets. Its central bank is in stimulus mode and has followed a policy of focusing on domestic resilience, which may insulate it from the worst of rising input prices.
                                                              • The crisis has added to concerns about soaring inflation and disruptions to global commodity markets, although the US is relatively insulated from negative effects compared to other regions.
                                                              Source:
                                                              Market Review
                                                              COP26氣候大會會後分析-對全球及亞洲投資者的啟示 (Chinese Only)
                                                              Aug 2021
                                                              COP26氣候大會會後分析-對全球及亞洲投資者的啟示 (Chinese Only)
                                                              COP26氣候大會會後分析-對全球及亞洲投資者的啟示 (Chinese Only)

                                                              COP26氣候大會最重要的成果 (Chinese Only)

                                                              • 在COP26氣候大會上,197個國家簽署《格拉斯哥氣候協議》(GlasgowClimatePact),協議主要條款如下:
                                                              • 「逐步減少」煤炭使用
                                                              • 提高目標
                                                              • 氣候融資
                                                              • 《巴黎協定》規則手冊
                                                              Source:
                                                              May 2022
                                                              Markets review
                                                              Markets review
                                                              Source:
                                                              Markets review
                                                              Technology Investing: Volatility, Valuations and Opportunity
                                                              May 2022
                                                              Technology Investing: Volatility, Valuations and Opportunity
                                                              Technology Investing: Volatility, Valuations and Opportunity

                                                              Despite increased volatility due to the Russia-Ukraine war and rising interest rates, Franklin Equity Group’s Jonathan Curtis sees compelling opportunities within high-quality technology companies in an increasingly digital world.

                                                              Source:

                                                              Some of the information contained herein including any expression of opinion or forecast has been obtained from or is based on sources believed by us to be reliable, but is not guaranteed and we do not warrant the adequacy, accuracy, reliability or completeness of such information obtained from or based on external sources. The information is given on the understanding that independent investment advice should be sought when making investment decisions; that it will not be relied on in the making of investment decision and that any person who acts upon it or otherwise changes his or her position in reliance thereon does so entirely at his or her own risk. This is not an offer to buy or sell or a solicitation or incitement of offer to buy or sell any securities referred to herein, save for BCT (MPF) Pro Choice, BCT (MPF) Industry Choice, BCT Premier Pooled ORSO Retirement Plan and their underlying constituent funds. It should also be appreciated that under certain circumstances the redemption of units/shares may be suspended. Investment involves, in particular, risks associated with investment in emerging and less developed markets. Please refer to the relevant prospectus for details. Past performance is not indicative of future performance.

                                                              Information contains on this webpage is for reference only. The views and opinions as expressed therein may vary as the market changes.