Tag: equities
Bank of Singapore: Carry strategies to perform well as markets moderate
Credit Suisse: French election results to slightly lift risk sentiment in Asia
Neuberger Berman observes Asia demand for option selling, not buying, for low volatility equity participation
UBS: Rising geopolitical tensions will not derail Asian markets
AM Heat Map: Passive equity fund traffic slows
UBS’ Vinay Pande on why P/E ratios tell the wrong story
Diversification benefit of tech stocks is “limited”
Julius Baer: China onshore market to underperform
UBP: Four key points to note following round one of the French elections
DBS: US equity market outlook dependent on Trump’s tax cut promises
Bank of Singapore on EUR, European equities after round one of the French elections
Asia ex-Japan equities: With better yields and better upside, why keep concentrated holdings in low-risk bonds amid interest rate normalisation?
HK investors “positive” on local stocks despite concerns about global economy
DBS: Signs that China can do deals with Trump could lift equities
Asian HNW investor demand reaches new high for Morgan Stanley PWM
Deutsche Bank WM: French elections will have long-lasting economic consequences
StanChart PB bullish on European equities
UBP more positive on Asian equities following cyclical upswings
Bank of Singapore: French election tail risk receding
Bank of Singapore: Asset allocation in an expensive world
UBP: BoJ tapering not likely for now
Deutsche Bank WM: European equities on the rise
DBS: Rising US asset prices could force Fed to accelerate rate hikes
Rothschild WM: Political risks not always investment risks
DBS: Cooling on US equities
Credit Suisse PB: Cyclical recovery of Asia gaining momentum
BoS: Stay defensive before March hike
Deutsche Bank WM: Beware the “Ides of March”
UBS: “Stability takes centre stage” in China
GAM: Japanese equities to see 20% surge in earnings
Navigating U.S. equities through active management
Pictet: Fundamentals look supportive for consumer sector but a selective approach is needed
Deutsche Bank WM: US equities await Trump’s first congress speech to justify rally
Asian HNWIs shun traditional equity alpha for tangible macro ideas
Deutsche Bank WM: Growth to gain momentum for major economies
BoS: Brexit to be “hard or very hard”
Bank of Singapore: POTUS not the only influence on markets
DBS: HSI could reach 24,600 this year
Bank of Singapore: 2017 equity index forecasts revealed, returns expected be “bond-like”
BoS: Underweight equities amid threats of the potential ‘trade war’
Credit Suisse reveals its latest investment themes
DBS: top 10 investment ideas for a “disrupted world”
DBS: US Equities “scaling new heights” on market optimism
Citi Private Bank: Overweight cash, underweight fixed income and equities “for first time”
