Tag: inflation
Is the party over for US equities? UOB Private Bank thinks not
Fed stays put? Here’s how wealth managers are playing their next move
Has the door closed on summer rate cuts? These private banks think so
Fed hikes rates by most since 1994: Private banks and asset managers react
Shadow Banker – Who wants to be a CIO? Not me
Navigating an “Anti-Goldilocks” Economy
Three ways private banks are defending clients against inflation
ESG and inflation: An inconvenient truth?
The world according to Vincent Chui: Morgan Stanley PWM Asia’s head on inflation, Omicron and how to hire RMs
Private banks rip up 2022 playbook over Ukraine crisis
Private banks believe US inflation will peak in coming months
Why private banks aren’t panicking over inflation
Increase allocation to cyclicals in the face of transitory sharp inflation risks: HSBC PB
Vaccination effort will dictate recovery; overweight equities: J.P. Morgan AM
Time to revisit real assets, growth stocks as inflation hedges
Time when investors had the luxury to ‘buy and hold’ has gone
“No sector is entirely safe” in current crisis: Pictet WM’s Gaud
Pictet WM: Rising inflation unlikely to ‘steer’ Fed’s policy trajectory
UBS WM reveals three investment themes resilient against trade tensions
Lombard Odier: No bear bond market if supportive US rates and weak dollar remain
Bank of Singapore: Less pressure on Fed to hike rates
ECB policies unlikely to “deviate” despite recent sell-off
J. Safra Sarasin: Expect persistent Q2 downside risk and sell the rallies
Technical equity sell-off has passed: UBS WM
J. Safra Sarasin downgrades European equity targets
Private banks urge investors to stay invested despite global sell-off
Bank of Singapore: It’s “easy to see” 3% year-end yield for 10Y UST
Pictet WM: “Better anchored” inflation to drive normalisation in Europe
Vontobel WM’s CIO: Three factors that will keep a lid on inflation
Pictet WM: Oil price recovery will push European inflation projection higher
J. Safra Sarasin: US equities a “bull market where nobody is buying”
UBS Wealth Management: 2018 China growth to slow but with fewer hard-landing risks
Deutsche Bank WM: Japan’s election result won’t solve underlying problems
UBP: More upside potential for equities despite high valuations
J. Safra Sarasin: Low inflation and high business activity a boon for EM bonds
Pictet WM: Strengthening euro will temper inflation in Europe
Pictet WM: Policy normalisation in Japan “still very far away”
Pictet WM: Inflationary pressures in Japan may be understated
Pictet WM: Inflation in Europe to remain relatively stable
Deutsche Bank WM: Still positive on Japanese equities despite range-bound trading
UBS: China is not driving global inflation
Income in retirement: Why inflation matters
AXA IM: Appetite for inflation-linked bond to double in 2017
BlackRock: Gap between winners and losers in equity market to widen
