State Street Global Advisor’s (SSGA) Apac head of investment strategy has shifted positive on risk assets.
Category: Asset managers
JPMAM maintains overweight in equities and credit
Earnings growth will sustain US equities, including mid- and small-cap stocks, says global multi-asset strategist.
BlackRock doubles down on US equity overweight
The world’s largest asset manager is bullish on US equities but underweight long-duration US treasuries and investment grade credit.
UBS: ‘Valuations are at extraordinary levels while company fundamentals remain ordinary’
UBS Investment Bank has taken the contrarian approach of underweighting India and overweighting China.
Franklin Templeton: Ignore the noise on tariffs
The risk of higher tariffs could be mitigated by Trump’s other policy objectives.
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.
Schroders favours US equities and Asia credit going into 2025
Keiko Kondo, Schroders’ head of multi-asset investments for Asia, is bullish on US equities, Asian credit and gold, but pessimistic on oil.
Robeco: Central banks may be underestimating inflation risks
The Dutch asset manager warns in its 2025 outlook that overly aggressive easing could accelerate inflation next year.
BlackRock: Market concentration does not imply fragility
The world’s largest asset manager said mega-cap tech firms have “unmatched resources” to stay ahead in the race to build out artificial intelligence.
