Risk assets remain attractive as central banks shift policy and investor sentiment based on market fundamentals starts to return, said Neill Nuttall, co-chief investment officer of the global portfolio solutions group at Goldman Sachs Asset Management.
Tag: US Equities
Income products surge, but beware the risks
Investors have been pouring into income-generating products, but two big portfolio risks are coming from the US, said Edmund Yun, head of investment solutions at CIC Banque Privee in Hong Kong.
JPM: US financials to outperform global peers
US and Asian equities are preferred when investors’ risk appetite improves, said JP Morgan Asset Management global market strategist Ben Luk.
UBS prefers equities to bonds
The bank has tactical overweight positions on equities and prefers US equities relative to high-grade bonds.
Glimpses of silver lining in US equities
Despite growing investor pessimism, positive market fundamentals in the US remain intact – supported by low interest rates, tame inflation and comfortable valuations, Tristan Camp, investment specialist of Legg Mason Global Asset Management said in an interview with Fund Selector Asia.
JP Morgan sees an earnings rebound lifting US equities
Investors should, however, lower their return expectations to single-digits for the S&P 500 index, the firm said. The index has recently been hitting all time highs: “We continue to favour US equities, despite slightly higher valuation levels. The base case for the S&P 500 total return in 2015 is in the single-digit range, which […]
