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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.

The Swiss private bank also explained why it reduced its fixed income-income weighting in its latest investment strategy update.

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%.

The high growth momentum will have a positive impact on corporate profits in the region.

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.

Cash is no longer king as rate cuts approach in 2025.

The Geneva-based group has tapped the CEO of Indosuez Wealth Management for the role.

Lombard Odier CIO Michael Strobaek sticks with the firm’s overweight to US equities going into 2025.

The purchase of Degroof Petercam has boosted assets and broadened the scale of the wealth manager’s products and services.