The risk of higher tariffs could be mitigated by Trump’s other policy objectives.
Category: Asset managers
HSBC AM favours Asian bonds and equities
HSBC Asset Management believes Asian bonds and equities going into 2025 offer opportunities.
Federated Hermes bets on Asian structural growth in wealth
More sophisticated family offices demand more complex products.
Schroders favours US equities and Asia credit going into 2025
Keiko Kondo, Schroders’ head of multi-asset investments for Asia, is bullish on US equities, Asian credit and gold, but pessimistic on oil.
Robeco: Central banks may be underestimating inflation risks
The Dutch asset manager warns in its 2025 outlook that overly aggressive easing could accelerate inflation next year.
BlackRock: Market concentration does not imply fragility
The world’s largest asset manager said mega-cap tech firms have “unmatched resources” to stay ahead in the race to build out artificial intelligence.
Japanese small caps: Too many cooks
Japan has twice as many listed companies as the world’s largest equity market, and the TSE aims to cut the dead wood.
DWS expects 20% plus jump in equities in 2025
The asset manager warned at the same time that negative events could weigh on market sentiment.
Amundi’s head of global macro flags ‘innocent bystanders’ in potential US tariffs
An underappreciated risk to growth is the potential escalation of a trade war, depending on global reactions to US tariffs, warns Amundi’s Mahmood Pradhan.
Ruffer: China equities could be ‘the best contrarian allocation’
The British boutique asset manager known for focusing on capital preservation has turned bullish on Chinese equities.
