Investors may be underestimating the potential fillip to the global economy from future rate cuts and the impact this will have on Europe.
Category: Industry trends
A year on from the fall of SVB and Credit Suisse: US and European banks are diverging
A year on from the collapse of Silicon Valley Bank, European banks have put themselves in a promising position, according to investors.
Asia investors flock to bonds
Although favouring fixed income Hong Kong investors also poured cash into equity funds, according to Calastone research.
How AI has given this fund management house an edge
UOB Asset Management’s head of investment technology Paul Ho tells FSA about how implementing AI into their process has helped their Asian strategy outperform in 2023.
Apac remains a growth region for asset managers: KPMG
A new report by KPMG finds that asset managers can generate higher and more stable margins in Asia Pacific.
UBS GWM backs quality bonds and tech stocks in 2024
UBS Global Wealth Management predicts both equities and bonds to generate positive returns next year under its base case.
Bonds are back among gatekeepers – PGIM
PGIM Investment’s Gatekeeper Pulse study canvassed the views of 210 Asian and European gatekeepers at large global financial institutions, all of which have assets under management of at least $1bn.
Are investors pressing ‘pause’ on their love affair with the Magnificent Seven?
Following a lacklustre set of Q3 results, are the technology stocks finally losing their sheen?
Julius Baer: Asia’s wealthy families fear political instability
Geopolitical diversification of their assets is a major focus for the region’s rich, who are also keen to turn to specialists for advice.
PGIM: 58% of allocators intending to increase bond exposure in 2024
Half of all allocators plan to boost green bond positions, while 43% intend to add sovereign debt.
