Tag: CIO Insight
HSBC built a China CIO in 2022 — now it’s driving the advisory shift
Eastspring CIO: Wealth portfolios shift to Asia as US tech dominance fades
StanChart CIO warns: Labour-heavy sectors at risk as AI CapEx boom accelerates
Who will win the US AI race—providers or users? Julius Baer CIO weighs in
DBS CIO bets on longevity as next frontier for UHNW portfolios
Window to lock in yields closing, says J.P. Morgan AM
Is the party over for US equities? UOB Private Bank thinks not
DBS CIO eyes EM upside on Fed cuts amid 32% valuation gap; further melt-up probability high
“It’s an emerging market story”: Lombard Odier’s John Woods on cherry picking opportunities
Asset allocation 2H25: Private bank CIOs bet on Asia, China, and alts
“Expect more volatility”: J.P. Morgan says going global is no longer optional
With US dollar a “big concern,” J. Safra Sarasin CIO spots diversification plays
Goldman Sachs AM: US bonds still on the menu, but clients tasting global flavours
HSBC GPB Asia CIO favours Asia markets amid Trump’s tariff blitz
Bank of Singapore CIO: How to bulletproof your portfolio during trade war
Worried about a US recession? BNP Paribas WM’s Bhayani says time to diversify
Don’t just bet on the dollar, think Swiss franc: VP Bank CIO
Temasek-backed manager: ‘China plus 1’ the solution to Asia volatility
Can Golden Week add more shine to China market? Deutsche Bank PB hopes so
CIO Insight: Why you shouldn’t buy the China dip – J. Safra Sarasin
Biden withdraws: But here’s what really matters for private banks
CIO Insight: Lombard Odier’s playbook for currency volatility in Asia
China rally still has some way to go as long-term capital returns – UBS GWM
Deutsche Bank’s global CIO highlights two surprising growth markets
Markets not pricing in rally if Trump wins election – Julius Baer CIO
CIO Insight: UBS GWM’s Q2 playbook on commodities, fixed income and equity
CIO Insight: It’s time to retire the Magnificent Seven, says JPMAM
US$4 trillion opportunity: Goldman Sachs sees no end to India boom
China to “come close” to 5% GDP growth target in 2024: UBS GWM
CIO Insight: Pendulum has shifted away from China for the long term: UBP
CIO Insight – Underweight China is “too aggressive”: LGT’s Stefan Hofer
CIO Insight: Stick to the three founding pillars of the multi-asset strategy
CIO Insight: Can Standard Chartered WM unearth China’s equity “diamonds”?
CIO Insight: Investors can still find surprises in China fixed income: Fidelity
CIO Insight: ASEAN and India are the real ‘AI’ story – James Cheo of HSBC GPB
CIO Insight – Geopolitics stirring market volatility: Deutsche Bank PB
“Money will come back”: Why calls for Asia ex-China are short-sighted
“Big will get bigger” – Why UBS GWM is betting on AI in the long term
CIO Insight – Amid China rout, look to ‘boring’ names and value strategies
CIO Insight – Opportunities in HY despite latest China defaults: PineBridge
CIO Insight – Is the US facing another dot-com meltdown? abrdn urges caution
CIO Insight – VP Bank: Build a recession-proof portfolio, you’ll need it
CIO Insight: BNP Paribas WM’s Prashant Bhayani on his ultimate investment guide for 2H23
CIO Insight – HSBC GPB believes fresh round of China recovery still to come
CIO Insight – Now is the time to increase China exposure: Deutsche Bank IPB
CIO Insight – Disappointed by China’s re-opening? Try Japan’s instead
