UBS GWM: AI compute spend is nowhere near peak
Strategists at UBS GWM expect artificial intelligence spending to normalise after two years of explosive growth.
TRP favours US stocks despite fading ‘exceptionalism’
Peter Bates, portfolio manager for the Global Select Equity Strategy at T. Rowe Price says investors should separate the economy from politics.
Morgan Stanley IM’s Dennis Lynch on AI: “There is no clear winner”
Dennis Lynch, who heads up some of Morgan Stanley IM’s top-performing growth equity strategies, shares with FSA his thoughts on artificial intelligence and investing in the face of volatility.
5 funds that have bounced back post-tariff sell-off
FSA highlights five global equity funds that have outperformed since markets started to recover from the tariff sell-off.
JPMAM expects profit downgrades in crucial earnings season
JP Morgan Asset Management’s chief market strategist for Apac Tai Hui flags slowing capital expenditure as a potential indicator of a recession.
HSBC AM CIO: European and Asian investors warming up to each other
European investors are looking to add Asia equity exposure while Asian investors want to diversify DM allocations, says Xavier Baraton.
Invesco: Clouds are forming for global economy
Invesco’s chief global market strategist Kristina Hooper warns of slowing global growth.
Natixis: Fund selectors remain optimistic over markets despite geopolitical uncertainty
Geopolitical concerns, inflation and US-China relations named as top concerns.
T. Rowe Price: Finding defensive winners in evolving markets
Portfolio manager Adam Marden reveals how a new risk environment has changed the defensive merits of various assets – boding well for certain commodities, healthcare stocks, short-dated US Treasuries and even cash.
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.
Will bond yields stay higher for longer?
The rising likelihood of ‘higher for longer’ rates could make income assets more appealing.
Asia markets brace for higher tariffs
The resilience of Asian domestic economies could withstand higher trade tariffs, say market strategists.
Jupiter buys investment boutique
Meanwhile, Nick Payne, Jupiter’s lead investment manager for global emerging market equities, will be leaving the business at the end of this year.
HSBC partners with IFC to promote EM bond issuers
The arrangement extends a collaboration between HSBC and IFC that started in 2019.
Fed rate cut: ‘An appropriate move given how far they are from their likely destination’
The markets largely shrugged off the decision by the US Federal Reserve to cut its benchmark interest rate yesterday by 50bp.
Julius Baer hires head of Asia Switzerland
Reto Buerer has over two decades of experience in wealth management in Asia Pacific.
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FSA SPY
The FSA Spy market buzz – 6 June 2025
Animal spirits run wild; Franklin Templeton is taking credit; EM banking revolution; Not all luxury is equal; Death of search and the AI machine; George Soros on wins and much more.
