The high growth momentum will have a positive impact on corporate profits in the region.
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Julius Baer forecasts high single-digit returns for 2025
Julius Baer also noted that 2025 would be a good year for bonds despite higher inflation, according to its 2025 outlook.
UBP: Expect another leg higher in yields
The Swiss private bank is bearish on longer duration bonds and credit.
Pictet WM favours US equities, Europe fixed income
Cash is no longer king as rate cuts approach in 2025.
Lombard Odier names Asia private clients head
The Geneva-based group has tapped the CEO of Indosuez Wealth Management for the role.
Lombard Odier: Don’t diversify out of US equities yet
Lombard Odier CIO Michael Strobaek sticks with the firm’s overweight to US equities going into 2025.
Indosuez WM’s De Boer on a ‘transformational acquisition’
The purchase of Degroof Petercam has boosted assets and broadened the scale of the wealth manager’s products and services.
UBP upgrades outlook on US equities
The Swiss private bank has also lowered its outlook on investment grade.
Asia private markets: a supply and demand puzzle
Asia fund selectors are positive about private markets, but deal flow and volumes indicate they’re also cautious.
HSBC GPBW backs China high dividend stocks
Cheuk Wan Fan, CIO Asia at HSBC GPBW believes the latest fall in China equity prices is a short-term technical pullback.
