Tag: equities
“Take some money off the table”: DBS’s Hou
CIO Weekly – July 2018 Week 1
StanChart WM trims Asian equity exposure amid fund outflow concern
Nobody in bond markets today has ever worked through a bear market: Julius Baer
HSBC PB unveils top four investment themes for 2H18
Young money driving thematic equity strategies at Asian PBs, says Jupiter
CIO Weekly – May 2018 Week 4
CIO Weekly – May 2018 Week 3
J. Safra Sarasin adds equity exposure to TAA despite rising volatility
Asia’s PBs respond to shock Malaysia election result
Pictet WM urges against hedging JPY exposure when investing in Japan equities
UBS WM finds correlation between life-expectancy and investment horizons
European equities face “two major challenges”: DBS CIO
DBS’s PB clients taking measured approach to active investments as risk aversion rises
Driven by tech potential, UBP tilts to growth funds in Japan equities
J. Safra Sarasin: Other Asia countries may suffer more from US tariffs
Indosuez: Time for investors to give up some liquidity
Tariffs won’t derail China’s economy: J. Safra Sarasin
UBS WM: Don’t exaggerate Trump tariff impacts
Rates hikes will happen at faster clip than Fed guidance
BoS ups Euro equity exposures as region enjoys “best period of growth”
J. Safra Sarasin expects “significant upward shift” in US equity turbulence
Lombard Odier: No bear bond market if supportive US rates and weak dollar remain
UBS Wealth Management: Investors should be “feeling good” about China’s ‘two sessions’
J. Safra Sarasin says global growth intact but revises down equity targets
Credit Suisse: “China to play for a draw” in rising trade tensions
Value Partners raises US$1.8 billion for Greater China high yield strategy from PBs
J. Safra Sarasin: Expect persistent Q2 downside risk and sell the rallies
China’s debt issue is a risk for Asia: J. Safra Sarasin’s Junius
Recent turbulence will be the true test of liquid alt resilience: Pictet’s Mak
Rising rates will not derail Asian equities: UBS WM
Overconcentration of ETFs is likely to lead to next equity correction: Noah’s Ma
UBS Wealth Management: New Singapore budget signals strong 2018 growth
Bank of Singapore: “Rising yields not death knell for equities”, but no more ‘Goldilocks’
Technical equity sell-off has passed: UBS WM
UBS Wealth Management: Chinese equity rally intact despite elevated volatility
UBS WM urges investors to monitor bond yields
UBP: 3-3.5% US 10yr Treasury yields a reasonable expectation
DBS: Correction creates attractive entry point for longer-term investors
Pictet WM: Focus on “high quality” credits
Private banks urge investors to stay invested despite global sell-off
J. Safra Sarasin: Financial market shifting back to 2005
UBS WM: “Have equities run too far, too fast?”
UBS Wealth Management: Japanese earnings momentum will not last
J. Safra Sarasin: “If it walks and talks like a bull, it’s probably a bull”
Still bullish? Asian HNWIs shun downside protection amid equity rally
