The Swiss private bank has also downgraded its outlook on Japanese equities amid the recent sell-off.
Category: Industry views
GMO: There is no tech bubble
The firm which has a history of calling market bubbles doesn’t see a market collapse looming.
PineBridge backs Asia high yield bonds
Investors can enjoy higher yields and lower default rates with Asia sub-investment grade bonds.
Newton’s Bhavin Shah: What the new macro regime means for multi-asset investors
Newton IM fund manager discusses the outlook for multi asset and his investment philosophy.
The fund managers who write short reports on their long ideas
Short reports, or ‘devil’s advocate reviews’ are key to the investment process at this $102bn long-only asset manager.
Copper not spared from global sell-off
Fundamentals still favour copper prices in the long run, but overly bullish calls for high copper prices could disappoint.
Exclusive: Allspring launches global equity income strategy in Asia push
Allspring’s Andy Sowerby explains why the firm has earned the moniker ‘start-up at scale’ despite eschewing targets.
PGIM Jennison takes a three-pronged approach
PGIM Jennison’s Tom Davis expects to generate excess returns from a consistent growth strategy.
Why managers are buying China again
Those investors who fled China have flocked back in recent weeks after a pivotal shift in policy that has gone mostly unnoticed.
UBS GWM’s Phee: Process, people and risk underscore our fund selections
UBS GWM’s Apac head of funds investment solutions encourages clients to lock into high quality bond yields.
