The Swiss pure-play private bank also continues to favour quality growth equities and finds value in industrials.
Category: Distributors
BNP Paribas WM remains overweight global equities
A soft landing for the US economy will support asset prices despite a pause on interest rate cuts, according to the firm’s Asia CIO.
Pictet WM’s Karen Tan: Don’t try to time the markets
Active equity managers can generate alpha and unconstrained bond strategies offer flexibility during uncertainty, says Pictet WM’s Asia head of managed solutions.
UBP reduces its negative stance on Chinese equities
As well as reducing its tactical negative stance on Chinese equities, UBP has also shifted its stance on fixed income, emphasising carry.
Lombard Odier expects single digit returns from equities in 2H2024
Lombard Odier’s John Woods also explains why fixed income represents a once-in-two-decades opportunity.
Nomura’s Connie Sin recommends regular portfolio health checkups
High quality, income-generating assets offer the best investment opportunities, according to a wealth manager’s fund selector.
BOS’s Grizelda Lee: better options than cash
Long duration investment grade bonds and Japanese equities offer DPM clients yield and capital growth, according to Grizelda Lee, head of discretionary portfolio management at Bank of Singapore.
BNPP WM’s Chan: quality matters
BNP Paribas Wealth Management’s head of investment services Gabriel Chan tells FSA what investment themes UNHW clients are interested in.
UBS GWM: Asian AI beneficiaries have more potential than US tech
Investors should look for Asian AI beneficiaries, according to a recent UBS Global Wealth Management report.
UBS GWM finds strength in Asia
The wealth manager’s CIO favours AI beneficiaries and backs China and India.
