Portfolio manager Yan Taw Boon explains how the firm seizes opportunities within the theme.
Tag: Equities
Working from home: Robeco
Jack Neele, portfolio manager for global consumer trends at Robeco, answers a few questions about how he has been working from home.
Daiwa advises Asia investors to be risk-off
The firm’s gloomy outlook sees falling global growth the next two years with increasing concern over equities.
Passives drive equity fund flows in China
Chinese regulators have been convincing domestic players to launch more index funds and ETFs, with the aim of institutionalising the stock market.
Should investors start allocating to equities?
Yield-seeking investors can find opportunities outside the fixed income universe, according to Alliance Bernstein.
UBS turns negative on equities
UBS Wealth Management recommends clients to underweight stocks and reduce portfolio risk amid the escalating US-China trade dispute.
Investec manager turns cold on defensive stocks
Defensive stocks have become more expensive, according to the head of global multi-asset income.
Lean toward income sources, says JPM AM
Fixed income and high-dividend-paying stocks provide investors some downside protection in a late economic cycle, according to the firm’s chief market strategist.
Citi calls for cautious risk-on in 2019
A symbol for 2019 markets is not a charging bull, but maybe a strolling one. Julie Koo, managing director and head of Citi’s private bank investment management sales, explains.
Investors give thumbs up to Modi ahead of polls
Indian funds have produced solid returns during Modi’s prime ministerial tenure, but there are doubts that his mixed performance will retain the confidence of his electorate.
