The CIO recommends a greater focus on defensive areas and diversified opportunities outside the US.
Tag: Asset Allocation
St. James’s Place updates asset allocations amid ‘soft landing’ base case
The wealth manager’s confidence in global high yield and global EM equities has lowered.
Pictet bets on the return of the 60/40 portfolio
Investment grade bonds and Treasuries could offer attractive opportunities due to the rise in interest rates.
Asia, Europe equities top fund selector choice
Fund selectors in Hong Kong, Singapore and Bangkok aim to increase Asian and European equity exposure and trim US stocks, according to Fund Selector Asset Class Research data.
BofAML: Fund managers increase cash holdings
Global fund managers are holding more cash than the 10-year average, signalling a buy in equities, according to Bank of America Merrill Lynch’s monthly global fund manager survey for January.
State Street’s Anderson targets US value stocks as growth dips
Global growth will struggle in 2017 and investors are advised to move away from expensive sectors and pivot to those that offer value, according to Kevin Anderson, State Street Global Advisors’ Hong Kong-based head of investments for Asia Pacific.
Presenting the FE Advisory Asia Portfolio
FSA announces a new monthly feature involving asset allocation: The FE Advisory Asia fund portfolio.
We are in a decade of intermittent crashes – HSBC
The traditional way of composing strategic asset allocation has changed, according to Keith Swabey, senior product specialist of multi-asset at HSBC Asset Management.
UBS WM bullish on Europe, China
A strong overweight on equities in Europe and a surprising move on emerging markets are among UBS’s allocation calls for 2016, according to Patrick Grossholz, Asia-Pacific head of investment management.
Morgan Stanley vs Templeton
HEAD-TO-HEAD. The global fixed income market is undergoing a period of high volatility. While the European authorities are in final negotiation stages to save Greece from a potential default, the US looks set to hike interest rates sometime this year.
