Man Group sees no bubble in Asian memory stocks
There are fundamental reasons for the parabolic rally, according to Man Group’s Nick Wilcox.
Distributors
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UBS GWM: AI compute spend is nowhere near peak
Strategists at UBS GWM expect artificial intelligence spending to normalise after two years of explosive growth.
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Pictet WM’s Gentizon: We are paid to take risk
Pictet WM’s head of fund and manager research tells FSA about the firm’s contrarian approach to fund research, and why boutiques resonate with the entrepreneurial spirit of the bank.
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VP Bank raises profile in Singapore
VP Bank builds relationships in Singapore after closing its Hong Kong office last year.
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HSBC GPB: Asia’s rich put cash to work
Clients want to rebalance and reposition, rather than sit idle, says HSBC GPB’s south Asia head Tommy Leung.
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HSBC AM CIO: European and Asian investors warming up to each other
European investors are looking to add Asia equity exposure while Asian investors want to diversify DM allocations, says Xavier Baraton.
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UBS partners with 360 ONE in India
UBS has formed a collaboration with 360 ONE WAM on wealth management in India and international markets.
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HSBC GPB&W: Build diversified multi-asset portfolios
The best strategy to mitigate global trade risks is to create well diversified multi-asset portfolios, suggests HSBC GPB&W CIO Cheuk Wan Fan.
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SJP’s Justin Onuekwusi: Why now is the time to revisit portfolio resilience
The CIO recommends a greater focus on defensive areas and diversified opportunities outside the US.
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Fund selectors try to steady clients’ nerves
Asia fund selectors tell FSA how they are responding to the turmoil in global markets.
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UBS GWM: Gold, quality bonds and hedge funds
There are ways to mitigate portfolio volatility, says UBS Global Wealth Managment CIO.
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Lombard Odier’s Asia CIO: We don’t see any imminent recession
Markets are seeing a mid-cycle slowdown rather than a full blown recession, according to John Woods, Lombard Odier chief investment officer, Asia.
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UBS GWM stays bullish on AI
AI is the tech theme of the decade, according to the UBS Global Wealth Management Chief Investment Office.
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Ark WM identifies a shift in China wealth management strategies
The core transformation is towards a forward-looking, value-driven approach.
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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.
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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.
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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%.