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Home > News > Realtime News
Fund managers highlight four investment themes for second half of 2026
Posted on 2026-07-15 19:12:13
A new market survey by FundRich Securities shows fund managers in Taiwan
remain cautiously optimistic about investment opportunities in the second
half of 2026.

Technology was the top investment pick among the eight fund companies
surveyed, followed by Taiwan equities, U-S equities and Asia-Pacific stocks.

Fund managers say AI has moved beyond the infrastructure buildout phase and
into a stage of commercial returns, benefiting semiconductor, server and
cloud computing companies.

The survey also found positive sentiment toward investment-grade bonds, with
fund managers saying they can provide stable income and help cushion against
geopolitical and economic uncertainty.

FundRich also advises investors to diversify rather than concentrate too
heavily in any single asset class.

(IG)

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