Tag: equities
Who will win the US AI race—providers or users? Julius Baer CIO weighs in
The Active Edge – Unlocking value through active asset management
Fed on hold? Here’s how money managers are placing their bets
Markets desensitised to Trump’s latest “political theatre” – Asian fund managers
US$205bn asset manager: Rates reversal bodes new era for US small caps
Markets not pricing in rally if Trump wins election – Julius Baer CIO
CIO Insight – Now is the time to increase China exposure: Deutsche Bank IPB
Cash is trash. But which asset do private bankers think will outperform in 2023?
Could Fed’s “boring” rate hike ignite demand for risk assets?
ASEAN: a bright spot in global equities
Credit Suisse is underweight equities, warns of more risks ahead
More volatility ahead? Here’s how VP Bank and UBP are weathering the storm
Chinese stocks to provide “bright spot in the stormy sea” in 2H22: UBS CIO
Premium Pickers: Three ways UBS GWM is hedging market volatility
Aside from food and culture, this Asian market has one more X factor
Attractive valuations don’t offset the risks: PBs sound warning on Chinese tech stocks
Keep calm and buy stocks, says 121-year study
Risk premia allocated to North Asian equities are too high: Nomura
Recent equity consolidation tempts hesitant HNW clients back into market
Time when investors had the luxury to ‘buy and hold’ has gone
Don’t read too much in rebound of US dealmaking: StanChart
Standard Chartered PB: Gold equities serve as “reasonable” proxy for gold, but bear higher risks
APB Thought Leaders: Morgan Stanley Mid-Year Investment Outlook
DBS Bank overweight equities with ‘huge’ tech-related exposure
Asian equities shifting from ‘FIFO’ to ‘FOMO’: Credit Suisse PB
Better earnings outlook and attractive valuations set to benefit Asian assets: UBS’s Tan Min Lan
UBP pivots to alpha-focused equity strategies while adding put protection in June
Standard Chartered PB sees rising odds of a near term correction
Lombard Odier increases US equity exposure, focusing on healthcare
HNWIs hold on tight to risk assets: UBS GWM
Deutsche Bank WM reduces allocation to Europe equities and EM bonds
StanChart PB is rebuilding exposure via US and Europe equities
In 2019, Taiwan attracted the most ETF inflows in Asia: Vanguard
Credit Suisse PB expects “modest single digit” return for global equities in 2020
CIO Weekly – Featuring Noah’s William Ma
Markets overestimating Fed rate cuts says CS global CIO Michael Strobaek
UBS turns neutral towards global equities in 2020
UBP adds call options to participate in upside potentials
PBs warn of tail risks, continue yield hunt amid “slow” 2020 growth
Schroders WM CIO Caspar Rock cautions investors on equity valuations
This year “all about FMPs”, but change incoming: Legg Mason
DPM managers expect top overweight call to shift from US to AxJ equities next year
Indosuez WM launches China equity mandate amid risk-off sentiment
PB clients flee from equity ETFs with “massive redemptions” in August: Vanguard
Credit Suisse PB increases equity exposure
UBS AM offers China equity fund to affluent retail clients in Hong Kong
