The Swiss private bank is bullish on Chinese and US equities.
Tag: China
The top Asia ex-Japan funds of H1 2024
FSA highlights the best performing Asia ex-Japan funds during the first half of 2024.
UBS AM: Asia high yield set to continue recovery
The Asian credit universe is more diversified and balanced in terms of sector and country exposures, says UBS AM.
M&G’s Samarth: ‘Disaster myopia is something that is at play right now’
Gautam Samarth, deputy manager for the M&G Episode Macro strategy, explains how the market is being cavalier about tail risk events.
The FSA Spy market buzz – 28 June 2024
Concentrated outperformance at Nite, $100bn in new active money, Eastspring’s Vietnam enthusiasm, Natixis discovers Gen X can’t understand bonds, History rhyming and much more.
HSBC GPB’s Lina Lim: diversification is vital
HSBC Global Private Banking’s Apac regional and Hong Kong head of discretionary and fund, investments and wealth solutions emphasises the scalability of the bank’s services while maintaining a focus on each client’s expectations.
Julius Baer backs mid-cap cyclical stocks
The Swiss pure-play private bank also continues to favour quality growth equities and finds value in industrials.
AllianzGI Global CIO Equity is bullish on China
AllianzGI Global CIO Equity Virginie Maisonneuve says investors who shun China are missing a potential rebound.
Pictet WM’s Karen Tan: Don’t try to time the markets
Active equity managers can generate alpha and unconstrained bond strategies offer flexibility during uncertainty, says Pictet WM’s Asia head of managed solutions.
The FSA Spy market buzz – 31 May 2024
Backing the weight loss world, A rare apology in fund management, Being boring is back, Judgemental fund managers, Green hushing is all the rage, Trump’s conviction, Flown Bird and much more.
