
HSBC GPB&W: Build diversified multi-asset portfolios
The best strategy to mitigate global trade risks is to create well diversified multi-asset portfolios, suggests HSBC GPB&W CIO Cheuk Wan Fan.

SJP’s Justin Onuekwusi: Why now is the time to revisit portfolio resilience
The CIO recommends a greater focus on defensive areas and diversified opportunities outside the US.

Fund selectors try to steady clients’ nerves
Asia fund selectors tell FSA how they are responding to the turmoil in global markets.

UBS GWM: Gold, quality bonds and hedge funds
There are ways to mitigate portfolio volatility, says UBS Global Wealth Managment CIO.

Lombard Odier’s Asia CIO: We don’t see any imminent recession
Markets are seeing a mid-cycle slowdown rather than a full blown recession, according to John Woods, Lombard Odier chief investment officer, Asia.

UBS GWM stays bullish on AI
AI is the tech theme of the decade, according to the UBS Global Wealth Management Chief Investment Office.

Ark WM identifies a shift in China wealth management strategies
The core transformation is towards a forward-looking, value-driven approach.

BNP Paribas WM sticks with equity overweight
There will be more rate cuts outside of the US which should support financial assets, according to the firm’s Asia CIO.

Lombard Odier increases weighting to hedge funds
The Swiss private bank also explained why it reduced its fixed income-income weighting in its latest investment strategy update.

Goldman Sachs sees S&P 500 earnings at risk
Goldman Sachs chief US equity strategist David Kostin warned that every 5% increase in tariffs reduces S&P 500 earnings per share by 1-2%.

Deutsche Bank CIO: Asia will be the engine of global growth in 2025
The high growth momentum will have a positive impact on corporate profits in the region.

Julius Baer forecasts high single-digit returns for 2025
Julius Baer also noted that 2025 would be a good year for bonds despite higher inflation, according to its 2025 outlook.

UBP: Expect another leg higher in yields
The Swiss private bank is bearish on longer duration bonds and credit.