Tag: equities
BoS: Southeast Asia’s growth will be “less impressive” over the rest of 2017
J. Safra Sarasin to add equity exposure amid seasonal third-quarter market weakness
Pictet WM: North Korea likely to develop credible nuclear capabilities
UBS WM: Equities will “follow a far more positive path” if N. Korea sanctions succeed
BoS advises investors to use put options as US-North Korea tensions escalate
Asian investors embracing “all-China” approach will reap diversification benefits
DBS: US equities caught in “cross-currents”
J. Safra Sarasin: Year-end equity targets raised on positive earnings outlook
Asia’s private banks up cash allocations despite low volatility
Deutsche Bank WM: Strengthening EUR to weigh on European equity earnings
Asia’s private banks still like Chinese equities despite economic growth concerns
BoS: Looser financial conditions to push Fed rate hikes
DBS: Withdrawal of QE “not on the cards” any time soon
Lombard Odier: European, EM equities to outperform US
Private banks add EM Asia equity exposure
DBS: Equities to correct should earnings disappoint
Lombard Odier’s Asia CIO: Bonds sell-off “has been excessive”
Julius Baer: European equities to outperform on relatively strong corporate earnings growth
UBS WM: Developed markets to see significant rise in inflation this year
Citi PB to add global equity exposure
AM Heat Map: Growing demand for energy ETFs despite slumped oil prices?
DBS: “Neither feast nor famine” for global equities
BoS: Investors should take profits as global economic growth has peaked
Credit Suisse PB expects steady global growth in second half of 2017
Asian investors becoming “more ambitious”, survey shows
Private banks react to MSCI’s China A-shares inclusion
UBS WM: Chinese A-shares inclusion will not have a significant near-term impact
DBS: US technology sector selloff due to profit taking?
UBS: Russia to see economic growth revival
UBS WM: Overweight global equities, underweight high grade bonds after Fed rate hike
Pictet WM: Outperformance of emerging market equities “likely to be capped”
LGT: Capital markets to see short-term volatility
Bank of Singapore: No equity risk added
UBP on Japanese equities, India and EMs in general
Private banks see weaker GBP but unchanged global outlook following UK election
AM Heat Map: Asian investors turning to Chinese equities
UBS WM on Chinese equities, bonds and forex
DBS: Modest equity correction expected within “intact bull market”
Equity appetite higher in Singapore than in Hong Kong, APB wealth manager survey shows
AM Heat Map: Risk appetite within equities rising in Asia?
DBS expects a correction across developed markets
UBP: Political distractions “overshadow” global economic momentum
Julius Baer: Favour credit risk over duration risk
DBS: EM equities likely to outperform fairly-priced DM counterparts
LGT: Time for investors to “refocus” on the fundamental drivers of the bull market
UBP: Risk appetite to return following French election
