There are plenty of investment opportunities in China amid the regulatory onslaught and Sino-US trade war, according to the Singapore bank.
Tag: CIO
Chinese banks to benefit from trade war, says UBP
Trade tensions between China and the US will not hit equities across the board, according to Union Bancaire Privee (UBP) chief investment officer, Norman Villamin, who advises allocating to beneficiaries of reflation policies.
DBS: Go overweight cash amid trade tensions
As stock market volatility continues, DBS Bank advises clients to cash out part of their equity holdings and take a wait-and-see approach, according to Hou Wey Fook, chief investment officer.
UBP: Bond investors not compensated for risks
The return for US and European bond investors offers insufficient compensation for the risk they are taking, especially in the high yield segment, said Norman Villamin, chief investment officer at Union Bancaire Privee.
Pictet: Watch the risk in Europe high yield
Following strong performance in 2017, European high yield bonds will be less attractive in 2018 due to high valuation and liquidity risk, argues David Gaud, CIO of Pictet Wealth Management.
Pictet WM: Look again at China’s banking sector
David Gaud, chief investment officer at Pictet Wealth Management in Asia, said skeptical investors should reconsider Chinese banks because of an acceleration in good credit and better fundamentals.
China’s GFI hires CIO
Hao Chen was lured over from Value Partners to fill the chief investment officer role at GF International Investment Management in Hong Kong.
Blackrock brings in Japan CIO
The firm has nabbed Takeshi Fukushima from GI Capital Management to serve as chief investment officer.
Jupiter’s Pearson replaces Chatfeild-Roberts as CIO
Jupiter Asset Management’s Stephen Pearson has succeeded John Chatfeild-Roberts as chief investment officer.
Richard Jeffrey bond markets
Apprehension concerning overall growth prospects has knocked inflation expectations in recent weeks, exacerbated by falling energy prices and disinflation in the eurozone.
