J Safra Sarasin recommends portfolios built around tech, materials and healthcare
Investors should position around these three themes, according to Tomasz Godziek, head of thematic equities and portfolio manager at J Safra Sarasin.
Upcoming events
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FSA Asian Fixed Income Forum – Hong Kong
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FSA Alternatives Luncheon 2026 – Singapore
22 September 2026
Singapore
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FSA Alternatives Luncheon 2026 – Hong Kong
24 September 2026
Hong Kong
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FSA Investment Forum Malaysia
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FSA Investment Forum Thailand
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FSA Investment Forum Hong Kong
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FSA Investment Forum Philippines
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FSA Investment Forum Singapore
To find out more about how you can get involved as a sponsor at our flagship Investment Forums, a bespoke solution or other events we have planned through out the year, please contact:
