US equity valuations have become cheaper, but investors can find more value elsewhere, argues Norman Villamin, Zurich-based chief investment officer for private banking at Union Bancaire Privée.
Tag: UBP
Managers bet on Chinese consumers in 2019
Premium brands that tap the service and lifestyle-led demand of mainlanders are expected to lift China-focused portfolios in the next 12 months, according to industry sources.
In case you missed it (19 October 2018)
JP Morgan AM names new APAC CEO; Eastspring completes TMB AM acquisition; UBP launches “positive impact” strategy; DWS launches Asia-focused fixed income fund in Hong Kong; Allianz GI’s ESG-integrated assets reach $132bn; SFC posts wanted list on its website; and more…
What’s different 10 years on?
FSA asked wealth and asset managers to summarise what has changed with their own work since Lehman Brothers collapsed on September 15, 2008.
In case you missed it (19 January 2018)
UBP’s AUM increases to $130bn; BNY Mellon IM creates head of intermediary distribution for Greater China role; Hermes IM hires for APAC business development team; BEA Union Investment launches China-focused multi-asset fund; Natixis’ Seeyond aims to double its AUM; China Post Global lists ETF in London for the first time; and more…
The FSA Spy market buzz – 03 February 2017
Woodford speculation; Hang Seng’s sectors; UBP has good results; S&P observations; The Fed cries wolf; Trump on debt; ETF launches; Jupiter advertising and much more.
The FSA Spy market buzz – 22 July 2016
Aviva Investors changing guard; CTBC Private Bank hires; Brexit vs emerging markets; Spy at odds with Franklin Templeton; UOB states the obvious and much more.
