Indosuez’s Qian Su recommends alts for diversification in pro-risk stance
Head of investment management Asia, Qian Su, has also added equity hedge funds with systematic strategies in the US and Asia and also natural resources funds.
The Canadian wealth manager stayed anchored to high-quality, resilient equities, said its head of portfolio strategy.
Investors are facing an uncertain political outlook in Japan after the LDP ruling coalition lost control of the country’s upper house.
Diversification is even more important than ever, says Lina Lim, regional and Hong Kong head of discretionary and funds, Asia Pacific, wealth and premier solutions, HSBC.
Many clients are minded “to stay the course” and seek ways to deploy cash, says Christina Au-Yeung, head of investment management services, Morgan Stanley Private Wealth Management Asia
Asia’s investors are turning uncertainty into opportunity, according to UBS GWM’s head of fund investment solutions Apac.
Investors can diversify through alternatives and non-US dollar assets, says Connie Sin, head of funds and alternatives investments at Nomura IWM.
Standard Chartered Bank global chief investment officer Steve Brice said there could be a ‘melt up’ in US denominated assets in the short run.
Strategists at UBS GWM expect artificial intelligence spending to normalise after two years of explosive growth.
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.
VP Bank builds relationships in Singapore after closing its Hong Kong office last year.
Clients want to rebalance and reposition, rather than sit idle, says HSBC GPB’s south Asia head Tommy Leung.
European investors are looking to add Asia equity exposure while Asian investors want to diversify DM allocations, says Xavier Baraton.
UBS has formed a collaboration with 360 ONE WAM on wealth management in India and international markets.
The best strategy to mitigate global trade risks is to create well diversified multi-asset portfolios, suggests HSBC GPB&W CIO Cheuk Wan Fan.
The CIO recommends a greater focus on defensive areas and diversified opportunities outside the US.
Asia fund selectors tell FSA how they are responding to the turmoil in global markets.