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.
Distributors
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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%.
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Deutsche Bank CIO: Asia will be the engine of global growth in 2025
The high growth momentum will have a positive impact on corporate profits in the region.
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Julius Baer forecasts high single-digit returns for 2025
Julius Baer also noted that 2025 would be a good year for bonds despite higher inflation, according to its 2025 outlook.
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UBP: Expect another leg higher in yields
The Swiss private bank is bearish on longer duration bonds and credit.
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Pictet WM favours US equities, Europe fixed income
Cash is no longer king as rate cuts approach in 2025.
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Lombard Odier names Asia private clients head
The Geneva-based group has tapped the CEO of Indosuez Wealth Management for the role.
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Lombard Odier: Don’t diversify out of US equities yet
Lombard Odier CIO Michael Strobaek sticks with the firm’s overweight to US equities going into 2025.
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Indosuez WM’s De Boer on a ‘transformational acquisition’
The purchase of Degroof Petercam has boosted assets and broadened the scale of the wealth manager’s products and services.
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UBP upgrades outlook on US equities
The Swiss private bank has also lowered its outlook on investment grade.
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Asia private markets: a supply and demand puzzle
Asia fund selectors are positive about private markets, but deal flow and volumes indicate they’re also cautious.