
Tag: United States


2021 will be a year of continued recovery, on the back of cyclicals and EM laggards: UBS

The race for the White House: how to be positioned for all possible scenarios

Greenback likely to consolidate, equities poised for gains: UBS CIO

Three out of four HNWIs in Asia will adjust their portfolio based on US election result: UBS GWM

Next two to four weeks crucial for financial markets: Credit Suisse’s Strobaek

UBS more overweight to risk assets after US-China trade deal

CIO Weekly – Featuring Noah’s William Ma

HK an “essential gateway” for China as long as capital controls remain: Alastair Campbell

HNWIs turn to US equities for defensive names: LGT’s Stefan Hofer

“If our US equity call changes, momentum could come back”: Morgan Stanley’s Ernest Chan

HSBC PB’s Fan: Fed’s tightening cycle to peak mid-2019

More than 60% of wealth managers expect weaker USD in coming 12 months

CIO Weekly – November 2018 Week 4

US-China trade tensions cited as top concern for Asian HNWIs’ portfolios

CIO Weekly – November 2018 Week 1

CIO Weekly – October 2018 Week 5

Asia’s PB investors keen to regain US growth exposure: T. Rowe Price

MAS inks fintech partnership with USA

Don’t take extra risk in US stocks: UBS GWM’s Zuercher

Demand for US equity funds dominated by thematic strategies

“Take some money off the table”: DBS’s Hou

CIO Weekly – July 2018 Week 1

Profit-taking “not a good idea” despite looming tariffs: UBS GWM’s Hu

StanChart WM trims Asian equity exposure amid fund outflow concern

Headline risks unlikely to undermine global growth story, say UBS CIOs

More transparency needed to rebuild investor trust in HK FIs: Charles Schwab

CIO Weekly – May 2018 Week 4

CIO Weekly – May 2018 Week 3

J. Safra Sarasin adds equity exposure to TAA despite rising volatility

European equities face “two major challenges”: DBS CIO

DBS’s PB clients taking measured approach to active investments as risk aversion rises

J. Safra Sarasin: Other Asia countries may suffer more from US tariffs

Pictet WM: Rising inflation unlikely to ‘steer’ Fed’s policy trajectory

Indosuez: Time for investors to give up some liquidity
BoS: Investors should be nimble as China-US frictions rise

Rates hikes will happen at faster clip than Fed guidance

Noah builds US real estate team for overseas advisory
J. Safra Sarasin: Add an ESG filter when investing in tech

J. Safra Sarasin expects “significant upward shift” in US equity turbulence

Pictet WM: Oil price forecast revised up due to strong growth and weak USD

Bank of Singapore: Less pressure on Fed to hike rates

“Goldilocks” returns to the US: Pictet WM

Bank of Singapore: “nobody wins a trade war”

Pictet: US anti-trade rhetoric to be contained

Credit Suisse: “China to play for a draw” in rising trade tensions

J. Safra Sarasin: Expect persistent Q2 downside risk and sell the rallies
