Eastspring conceded that recent earnings trends were concerning, but are positive about the world’s most populous country.
Category: Industry views
UBS GWM stays bullish on AI
AI is the tech theme of the decade, according to the UBS Global Wealth Management Chief Investment Office.
JP Morgan: Central bank buying will drive gold to all-time highs
J.P. Morgan strategists expect gold prices to move towards $3000 per ounce in 2025.
Ark WM identifies a shift in China wealth management strategies
The core transformation is towards a forward-looking, value-driven approach.
Muzinich: Long-duration bonds just as vulnerable as they were before 2022
Long duration bonds are not much better than they were three years ago before the 2022 bond bear market, warns Muzinich’s Tajtana.
Janus Henderson’s Clode: Fund managers are making excuses for underperformance
Active managers should not be blaming the ‘Magnificent 7’ for underperforming, Clode says.
Fidelity: ‘AI remains more of a buzz word than a profit driver’
Most analysts do not expect AI to have an impact on company profitability this year despite increased spending.
BNP Paribas WM sticks with equity overweight
There will be more rate cuts outside of the US which should support financial assets, according to the firm’s Asia CIO.
Lombard Odier increases weighting to hedge funds
The Swiss private bank also explained why it reduced its fixed income-income weighting in its latest investment strategy update.
Goldman Sachs sees S&P 500 earnings at risk
Goldman Sachs chief US equity strategist David Kostin warned that every 5% increase in tariffs reduces S&P 500 earnings per share by 1-2%.
