A Natixis report on global financial institutions found that there is a consensus overweight to US equities going into 2025.
Tag: China
The FSA Spy market buzz – 10 January 2025
Citi is hiring an alternatives chief; Protection for bitcoin volatility; Jimmy’s funeral blues; Chinese class action flattery; Quantum computers leap down; Bouncy year ahead’ Druckenmiller wisdom and much more.
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.
Lazard Geopolitical Advisory warns of trade battles
Economic nationalism will likely reach new heights during the incoming Trump administration, according to the analysis firm.
Federated Hermes bets on Asian structural growth in wealth
More sophisticated family offices demand more complex products.
Indosuez WM’s De Boer on a ‘transformational acquisition’
The purchase of Degroof Petercam has boosted assets and broadened the scale of the wealth manager’s products and services.
Amundi’s head of global macro flags ‘innocent bystanders’ in potential US tariffs
An underappreciated risk to growth is the potential escalation of a trade war, depending on global reactions to US tariffs, warns Amundi’s Mahmood Pradhan.
AXA IM: Chinese equities are not cheap anymore
Macroeconomic challenges still persist in China and need to be addressed, according to AXA IM’s Asia chief investment officer Ecaterina Bigos.
Asia markets brace for higher tariffs
The resilience of Asian domestic economies could withstand higher trade tariffs, say market strategists.
Chartwell Capital partners with Japan’s SPARX Group
Hong Kong-based investment firm Chartwell Capital has entered into a strategic partnership with SPARX Asia Investment Advisors Limited.
