Philipp Baertschi discusses where he is seeking opportunities across asset classes.
Category: Asset Class in Focus
DBS identifies six themes for the next quarter
The bank expects moderate growth in global economies amid continued shifts in global supply chains, escalating geopolitical tension, and tighter credit conditions.
PIMCO eyes bonds for equity‑like returns with less risk
High-quality fixed income assets continue to offer attractive return potential plus diversification benefits as a likely recession nears, according to PIMCO.
Mutual Fund Top Trumps – Indian Equities
This week FSA presents a quick comparison of two Indian Equities: JP Morgan India and Matthews Asia India.
UBS sees widespread opportunities in Asia
India and Thailand offer strong potential, while other Asean countries are seen to have equities with promising dividend stocks, according to UBS.
DL Holdings to acquire 55% stake in family office
DL Holdings Group has signed a memorandum of understanding (MoU) regarding to the potential acquisition of the remaining stake in its affiliated company DL Family Office (HK).
BlackRock hunts alpha in emerging markets
Despite historical underperformance relative to developed markets, BlackRock believes emerging markets are positioned to provide diverse and real alpha.
16% of asset and wealth managers globally will disappear by 2027
Assets managed by robo advisers will reach $5.9trn in four years.
Axa IM takes longer-term view on transforming markets
Renewable energy and technologies that boost productivity and growth are among key themes for investors to explore over the coming years, believes AXA Investment Managers (Axa IM).
PE firm and Swiss wealth manager launch new multi-family office in Singapore
Tembusu Wealth Management, a new multi-family office, will be led by Jonathan Ng, who has over 25 years of industry experience.
