Lombard Odier is advising investors to have a balanced portfolio consisting of cyclical and growth stocks.
Category: Distributors
UBS Wealth defends China tech valuations
The sector is expected to deliver earnings growth of 25-30% in the next 12-18 months.
Asian families focus on the “S” in ESG
Impact investments made by wealthy families in the region have often been focused on improving poverty, according to Singapore-based multi-family office Maitri AM.
UBS Wealth hits sustainable investment milestone
UBS now recommends sustainable over traditional investments for its private clients, and has seen sharp growth in ESG allocations in APAC.
Asian HY attracts wealth managers
Income generation and positive relative valuations counter liquidity and default fears in the Asian high yield credit market.
Are OCIO services gaining traction in Asia?
Several players have launched outsourced chief investment officer (OCIO) services in the region, with BNY Mellon IM being the latest to roll out such service.
Citi PB cautious but upbeat as year rolls on
Roger Bacon, Citi Private Bank’s head of investments in Apac, reflects on wild March volatility, client reactions, working from home and the Greater Bay Area.
ESG gains traction with Asia fund selectors
Portfolio diversification benefits and better financial returns are driving allocations to sustainable assets, according to wealth managers in the region.
UBS GWM favours credit over equities
The Swiss firm expects a pick-up in economic activity in the second half of this year, but finds more value in quality bonds than broad equity markets, according to its Apac CIO.
WFH series: How the industry works from home
Simon Godfrey, head of products at EFG Bank, Hong Kong and Marco Li, portfolio manager at TT International, explain how they have been working from home.