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.
Report: Hidden costs are adding up for index investors
Passive index funds trying to minimise tracking error is coming at a cost to returns, according to Dimensional Fund Advisors.
The role of the boutique in a world where passive is king
Is the rise of passive investing a challenge or opportunity for boutique asset managers?
Report: GFIs are unanimously overweight US equities
A Natixis report on global financial institutions found that there is a consensus overweight to US equities going into 2025.
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.
Pictet’s Ramjee: Corporate bonds ‘paradoxically safer’ than government
Pictet’s Shaniel Ramjee on the current state of corporate and government bonds.
Pimco: Bonds look attractive under Trump uncertainty
Rising market uncertainty could boost returns for fixed income investors, says the asset manager.
Principal AM: Investors should consider global diversification
The asset manager is less constructive on US equities compared with most of its peers.
Janus Henderson sees good news ahead for active investors
There is more to equities than the Magnificent 7, argues the asset manager.
BlackRock flags 3 triggers which would flip its bullish stance
The world’s largest asset manager is pro-risk going into 2025 but its strategists warn there are three factors that would change this view.
FundCalibre: Can financials surprise again in 2025?
Financials delivered the best sector returns of last year, but can it repeat the trick in 2025, asks Darius McDermott.
Schroders backs Asian equities
Private banks and unloved Hong Kong stocks are among the asset managers picks.
Pictet WM favours US equities, Europe fixed income
Cash is no longer king as rate cuts approach in 2025.
Eastspring: focus on Asia dividend payers
A dividend-focused strategy can help investors capitalise on Asia’s attractive valuations while reducing volatility, argues Eastspring Investments.
Manulife IM says semiconductor bull run still has legs
“I get up every morning looking for negative data points, and I can’t find them,” says Manulife IM senior portfolio manager Ryan Davies.
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FSA SPY
The FSA Spy market buzz – 24 January 2025
Raising a militia for investment; Hang Seng’s surprising top seller; JP Morgan Private bank or what to do; Abrdn gets flowing again; Pennies are doomed; Wisdom from an entrepreneur and much more.
