The Geneva-based bank also remains under-exposed to defensive stocks, especially healthcare.
Category: Industry views
Goldman Sachs AM: The AI boom will broaden out from the M7
The US investment manager explains why it expects to see the AI boom begin to impact securities other than the Magnificent Seven during the second half.
UBP: A global cyclical recovery should benefit China
The Swiss private bank is bullish on Chinese and US equities.
Value Partners constructive on both Asian IG and HY
The Hong Kong-based asset manager expects both Asian investment grade and high yield to remain attractive despite spread tightening.
Amundi favours high-quality equities and duration
Europe’s largest asset manager said that it expects equities will be range bound, while investors should also take advantage of structural steepening.
Study: Asian investors underexposed to private alts
A PGIM Investments study found that three-quarters of Asia fund buyers believe their clients lack adequate investments in private assets.
US bond market volatility is looming, US asset managers warn
Bond portfolio managers from some of the biggest US asset managers are expecting market volatility towards year end.
PineBridge: Asia high yield is still cheap despite outperformance
Andy Suen, co-head of Asia fixed income at PineBridge Investments, expects Asian high-yield bond market performance to continue.
Is a new government the change in narrative UK equities need?
Changing the story around UK equities is essential to stopping outflows, say UK equity fund managers.
UBS AM: Asia high yield set to continue recovery
The Asian credit universe is more diversified and balanced in terms of sector and country exposures, says UBS AM.
