The upside for global equities markets has become weaker in the long-term as global growth has peaked, according to Thomas Poullaouec, head of multi-asset solutions for Asia-Pacific at T Rowe Price.
Tag: Equities
Mercer: Baked-in optimism warrants portfolio review
Equity markets are priced for positive scenarios and investors should now review portfolios with an eye on currency denomination and cash holdings, said Garry Hawker, partner and director of strategic research for growth markets.
Pictet says avoid US equities
The expensive valuations of US equities have made Luca Paolini, Pictet Asset Management’s London-based chief strategist, urge investors to be very cautious.
Bond fund assets in HK up 5% in 2016
Bond fund assets in Hong Kong increased while equity fund assets declined, according to the Securities and Futures Commission’s latest report.
`Cyberwar’ appears on Deutsche WM global risk survey
A “global cyberwar” was cited by economists as one of several global market risks, underscoring cybersecurity as an investment opportunity, according to Deutsche Wealth Management.
HSBC’s Maldonado: Not everything is overvalued
It doesn’t make sense to say price-to-earnings ratios are high today compared to historical data, said Bill Maldonado, HSBC Global Asset Management’s APAC chief investment officer.
Investors buy EM, sell European equities
Selling European equities and buying global emerging market stocks is developing into the great trend of 2016.
A look at HSBC PB’s `barbell strategy’
The strategy aims to capture emerging market yields and `new economy’ growth at a time when yield is hard to find, according to HSBC Private Bank’s Fan Cheuk Wan, head of investment strategy in Asia.
China onshore funds take 1H hit
Assets in China’s onshore mutual funds fell 5.2% in the first half after investors fled domestic equities.
H1: Big surprises in best and worst sectors
In a swift reversal from first half last year, China and UK equities are bottom performers and gold and LatAm have sprung to the top.
