UBS Investment Bank has taken the contrarian approach of underweighting India and overweighting China.
Category: Asset Class in Focus
State Street launches Quality Aristocrats ETF range
Its focus is on companies with a long-term record of free cashflow generation.
Franklin Templeton: Ignore the noise on tariffs
The risk of higher tariffs could be mitigated by Trump’s other policy objectives.
Schroders: Asia wealth managers gorge on private markets
Financial advisers and wealth managers in Asia are seeing private markets allocation rise in response to shifting market dynamics.
HSBC AM favours Asian bonds and equities
HSBC Asset Management believes Asian bonds and equities going into 2025 offer opportunities.
Federated Hermes bets on Asian structural growth in wealth
More sophisticated family offices demand more complex products.
BlackRock to acquire HPS Investment Partners
The private credit specialist holds $148bn of client assets.
Balancing act: Are concentrated markets good for long-term gains?
Morningstar’s Michael Born discusses whether there is any longevity in returns being generated by a few market leaders.
‘Take more risk in credit rather than taking risk in rates’: FSA Breakfast Briefing Fixed Income
Panellists at the recent Fund Selector Asia Breakfast Briefing events in Hong Kong and Singapore favoured taking credit risk over duration risk.
‘Nothing has changed and yet everything has changed’: FSA Breakfast Briefing Equities
Panellists at the recent Fund Selector Asia Breakfast Briefing events in Hong Kong and Singapore felt that Trump’s pro-growth policies would outweigh the impact of tariffs.
