Tag: equities
J. Safra Sarasin: “Goldilocks” scenario to continue in 2018
UBS Wealth Management: Increase tactical equity allocations in 1H18
Time to hedge: Citi Private Bank
HSBC PB reveals its top investment themes for 2018
J. Safra Sarasin: US tax reforms to fuel another equity rally
Top 5 private banking investment trends in 2017
Expect more equity demand from structured product investing in 2018
J. Safra Sarasin: Long-term equity returns to remain attractive over next decade
Pictet WM remains overweight DM equities due to strong momentum
Private clients increasingly shifting out of income-oriented plays and into alts
Credit Suisse PB constructive on HK, China equities despite short-term sell off
J. Safra Sarasin: Equity markets to cool off in short term
DBS: “Stellar” performance for Asian equities unlikely to be repeated in 2018
Asian private clients represent “significant” proportion of inflows into GSAM active equity strategies
BoCOM Private Bank advises caution before year-end
J. Safra Sarasin: “When the cycle peaks, hold on to equities”
Credit Suisse reveals its five investment themes for 2018
US equities will be “worst performer” over next five years: Morgan Stanley’s global CIO
BoS: Cash out from EM and DM HY debt
Pictet WM: DM equities to surge at same pace of earnings growth
J. Safra Sarasin: US equities a “bull market where nobody is buying”
Goldman Sachs revises its 2018 MXAPJ target to 620
“We only want to pay active fees for high active share funds,” BNP Paribas WM’s Bregman
Bank of Singapore: Good growth but stretched valuations, stays slightly defensive
45% of wealth managers expect AxJ equities to be top generator of returns in 2018
J. Safra Sarasin: More equity upside in 2018
BoS: Underweight equities given tighter policy and slower growth momentum
AM Heat Map: China ranks first among all single-country equity fund categories
Julius Baer: Investor appetite for equities and bonds reaching “inflection point”
Deutsche Bank WM: Japan’s election result won’t solve underlying problems
Private banks react to Japan’s election result
Credit Suisse says South Korea is now its most preferred equity market in Asia
UBP: Strong earnings projections a tailwind for Asia ex-Japan equities
J. Safra Sarasin: US equities showing “no sign of reaching a top”
DBS: Equities not yet on the cusp of a bear market
LGT: Geopolitical risks offset positive Fed news
J. Safra Sarasin: EM equities to continue “stellar” run
UBP: More upside potential for equities despite high valuations
Bond ETFs in focus in Asia as spreads tighten
Deutsche Bank WM: European equities to underperform the US?
“First” private FoF offering by a Chinese PB planned for October
Pictet WM revises US 2018 growth forecast lower
Pictet WM: “Buying protection” the best way to hedge geopolitical risks
DM stocks and private equity buoyed Asian family office investment returns in 2016
BoS: Market impact of North Korean hostilities, possible US government shutdown will be limited
