Industry views Archives - Fund Selector Asia

Report: GFIs are unanimously overweight US equities

A Natixis report on global financial institutions found that there is a consensus overweight to US equities going into 2025.

Julius Baer also noted that 2025 would be a good year for bonds despite higher inflation, according to its 2025 outlook.

The Swiss private bank is bearish on longer duration bonds and credit.

Pictet’s Shaniel Ramjee on the current state of corporate and government bonds.

Rising market uncertainty could boost returns for fixed income investors, says the asset manager.

The asset manager is less constructive on US equities compared with most of its peers.

There is more to equities than the Magnificent 7, argues the asset manager.

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.

Financials delivered the best sector returns of last year, but can it repeat the trick in 2025, asks Darius McDermott.

Private banks and unloved Hong Kong stocks are among the asset managers picks.