UBS Investment Bank has taken the contrarian approach of underweighting India and overweighting China.
Category: Industry views
Franklin Templeton: Ignore the noise on tariffs
The risk of higher tariffs could be mitigated by Trump’s other policy objectives.
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.
HSBC AM favours Asian bonds and equities
HSBC Asset Management believes Asian bonds and equities going into 2025 offer opportunities.
Federated Hermes bets on Asian structural growth in wealth
More sophisticated family offices demand more complex products.
Balancing act: Are concentrated markets good for long-term gains?
Morningstar’s Michael Born discusses whether there is any longevity in returns being generated by a few market leaders.
‘Take more risk in credit rather than taking risk in rates’: FSA Breakfast Briefing Fixed Income
Panellists at the recent Fund Selector Asia Breakfast Briefing events in Hong Kong and Singapore favoured taking credit risk over duration risk.
Schroders favours US equities and Asia credit going into 2025
Keiko Kondo, Schroders’ head of multi-asset investments for Asia, is bullish on US equities, Asian credit and gold, but pessimistic on oil.
‘Nothing has changed and yet everything has changed’: FSA Breakfast Briefing Equities
Panellists at the recent Fund Selector Asia Breakfast Briefing events in Hong Kong and Singapore felt that Trump’s pro-growth policies would outweigh the impact of tariffs.
Robeco: Central banks may be underestimating inflation risks
The Dutch asset manager warns in its 2025 outlook that overly aggressive easing could accelerate inflation next year.
