The Bank of Japan hiked interest rates to their highest level in 17 years on Friday, but investors reckon the outlook for equities is benign.
Category: Asset Class in Focus
Morningstar: Trump’s tariff plan is the biggest wild card for US equities
The tailwinds that propelled the US in 2024 are receding, and tariffs add another unknown to the mix, writes Mark Preskett.
Lombard Odier Investment Managers launches global macro strategy
The DOM Global Macro team joined last April from Credit Suisse.
Deutsche Bank CIO: Asia will be the engine of global growth in 2025
The high growth momentum will have a positive impact on corporate profits in the region.
Goldman Sachs launches infrastructure strategy
The open-ended fund will expand access to the firm’s alternatives platform.
UBP: Expect another leg higher in yields
The Swiss private bank is bearish on longer duration bonds and credit.
Azalea unveils leadership succession
The Temasek-owned private equity firm has chosen Chue En Yaw to take over from Margaret Lui as CEO.
Pictet’s Ramjee: Corporate bonds ‘paradoxically safer’ than government
Pictet’s Shaniel Ramjee on the current state of corporate and government bonds.
Pimco: Bonds look attractive under Trump uncertainty
Rising market uncertainty could boost returns for fixed income investors, says the asset manager.
