
Tag Archives: inflation


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
