This week: J.P. Morgan AM: Still in that sweet spot for equities to benefit from the recovery; Julius Baer: Style rotation from growth to value “should at least pause”; UBS GMW CIO Office: With inflation defeating interest rates, investors need to put cash to work; Bank of Singapore: Yields on 10-year T-notes only expected at 1.90% in a “year’s time” J.P….
24 March 2022
CIO Weekly – Earnings growth to decelerate in 2022 and beyond for North Asia markets: Jonathan Garner of Morgan Stanley
16 December 2021
26 August 2021
CIO Weekly – Chinese regulators aim to develop the domestic capital market infrastructure: Eli Lee of Bank of Singapore
19 August 2021
10 August 2021