Investments
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CIO Weekly – March 2019 Week 1
HSBC PB remains overweight on China equities with MSCI A-share inclusion increase
Bank of Singapore warns of limits to RMB rally
Standard Chartered PB: Equities rally is likely to continue
UBS GWM remains long on Chinese risk assets in light of NPC policy guidance
DBS Bank: Outcome of NPC and CPPCC meetings is “market positive” for China equities
MSCI’s quadrupling of A-share inclusion factor will increase HNW exposure to constituent stocks: UBS Securities
CIO Weekly – February 2019 Week 4
HNW investors “bearish on CNY” despite optimism around trade disputes: LGT
Indosuez WM: Carry trades between JPY and USD may be exposed to risk
Standard Chartered PB sees Asia USD bonds outperform amid risk of rising global yields
HSBC PB remains overweight on China equities amid US-China trade talks
Bank of Singapore warns of “short-term pullback” in YTD rally
UBS GWM revises Asia TAA, says to “stay long” on Chinese stocks ahead of NPC
iShares grows Asian private banking ETF assets by US$600 million
Investors move from equity to FX trading, accumulators dominate flow in Asia: Indosuez WM
CIO Weekly – Featuring Standard Chartered PB’s Clive McDonnell
Deutsche Bank WM remains “constructive” on US equities
UBS GWM sees “limited upside” for China equities
Standard Chartered PB sees an uptick in investor interest in China equities
PBs in Asia at an “inflection point” in approach to alternatives: J.P. Morgan AM
2019’s YTD rally — should investors get their hopes up?
Investment advisory outlook 2019: BNP Paribas WM advises clients to build core FI portfolio overlaid with secular exposure
Next Generation Sequencing: A genomic revolution that will transform the world of medicine
Back to the future
Investment advisory outlook 2019: DBS PB picks barbell approach to ride out volatility
Pictet WM’s Gaud sees opportunities in EM as global liquidity stabilises
CIO Weekly – March 2019 Week 1
HSBC PB remains overweight on China equities with MSCI A-share inclusion increase
Bank of Singapore warns of limits to RMB rally
Standard Chartered PB: Equities rally is likely to continue
UBS GWM remains long on Chinese risk assets in light of NPC policy guidance
DBS Bank: Outcome of NPC and CPPCC meetings is “market positive” for China equities
MSCI’s quadrupling of A-share inclusion factor will increase HNW exposure to constituent stocks: UBS Securities
CIO Weekly – February 2019 Week 4
HNW investors “bearish on CNY” despite optimism around trade disputes: LGT
Indosuez WM: Carry trades between JPY and USD may be exposed to risk
Standard Chartered PB sees Asia USD bonds outperform amid risk of rising global yields
HSBC PB remains overweight on China equities amid US-China trade talks
Bank of Singapore warns of “short-term pullback” in YTD rally
UBS GWM revises Asia TAA, says to “stay long” on Chinese stocks ahead of NPC
iShares grows Asian private banking ETF assets by US$600 million
Investors move from equity to FX trading, accumulators dominate flow in Asia: Indosuez WM
CIO Weekly – Featuring Standard Chartered PB’s Clive McDonnell
Deutsche Bank WM remains “constructive” on US equities
UBS GWM sees “limited upside” for China equities
Standard Chartered PB sees an uptick in investor interest in China equities
PBs in Asia at an “inflection point” in approach to alternatives: J.P. Morgan AM
2019’s YTD rally — should investors get their hopes up?
Investment advisory outlook 2019: BNP Paribas WM advises clients to build core FI portfolio overlaid with secular exposure
Next Generation Sequencing: A genomic revolution that will transform the world of medicine
Back to the future
Investment advisory outlook 2019: DBS PB picks barbell approach to ride out volatility