A Natixis report on global financial institutions found that there is a consensus overweight to US equities going into 2025.
Author Archives: Abraham Darwyne
UBP: Expect another leg higher in yields
The Swiss private bank is bearish on longer duration bonds and credit.
Pimco: Bonds look attractive under Trump uncertainty
Rising market uncertainty could boost returns for fixed income investors, says the asset manager.
5 funds that beat the S&P 500 by over 10% in 2024
FSA highlights five US equity funds that outperformed the S&P 500 index by more than 10% last year.
BlackRock flags 3 triggers which would flip its bullish stance
The world’s largest asset manager is pro-risk going into 2025 but its strategists warn there are three factors that would change this view.
T. Rowe Price adds to distribution team in Asia
T. Rowe Price has made two senior hires to strengthen its distribution team in the Asia ex Japan region.
Pictet WM favours US equities, Europe fixed income
Cash is no longer king as rate cuts approach in 2025.
Manulife IM says semiconductor bull run still has legs
“I get up every morning looking for negative data points, and I can’t find them,” says Manulife IM senior portfolio manager Ryan Davies.
The top performing funds of 2024
FSA breaks down the best performing funds and sectors of last year.
Muzinich & Co expands Asia wealth and intermediaries team with BlackRock hire
Pam Hsieh has been hired to develop relationships with intermediaries and wealth managers across Asia.