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.
BlackRock: The investment industry is not immune to AI disruption
There may be an abrupt change in the way the industry operates, according to Jeff Shen, co-CIO and co-head of systematic active equity at BlackRock
India’s Private Banking sector could be the jewel in their crown
The sector area has been overlooked but is poised to deliver outsized returns.
Fund flows in Japan exceed ¥1trn in September – Morningstar
Net flows into Japanese mutual funds exceeded ¥1trn last month for the first time this year, according to Morningstar Direct data.
The trials and tribulations of investing in European equities
Will a rate hike pause from the ECB be enough to improve European stock market performance?
Malaysian, Thai sentiment shows investor caution
Polls taken at FSA’s events in Kuala Lumpur and Bangkok last week highlight some common investment themes yet diversity in approaches.
Investors target income, diversification to beat cash
AXA Investment Managers believes today’s higher-for-longer interest rate environment calls for a patient and targeted approach.
Private real estate to smoothen multi-asset portfolios
Nuveen highlights the role of this asset class to deliver attractive yields as well as diversification amid market turmoil.
Central banks catch their breath: Will biotech shine again as rates stop rising?
Rate hikes tend to be bad news for ‘jam tomorrow’ sectors but the cycle is ending.
This major macroeconomic factor is being overlooked – PGIM
This overlooked macroeconomic factor poses an underappreciated risk to investors going forward, according to PGIM’s head of thematic research Shehriyar Antia.
Investors eye pricing strategy to turn AI promise into profit
Equity investors should focus on companies with clear approaches to pricing in generative artificial intelligence to profit from this revolution, says AB.
Asia population shifts create new potential for returns
Trends in population numbers across the region are expected to foster opportunities in sectors from consumer goods to technology to renewable energy, says GAM Investments.
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FSA SPY
The FSA Spy market buzz – 1 December 2023
Change at Lumen Capital, The gold bugs rise again, Credit card debt hits a global high, The quiet wisdom of Charlie Munger, Advertising from Schroders, Fidelity and much more.
