As well as reducing its tactical negative stance on Chinese equities, UBP has also shifted its stance on fixed income, emphasising carry.
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Lombard Odier expects single digit returns from equities in 2H2024
Lombard Odier’s John Woods also explains why fixed income represents a once-in-two-decades opportunity.
Nomura’s Connie Sin recommends regular portfolio health checkups
High quality, income-generating assets offer the best investment opportunities, according to a wealth manager’s fund selector.
BOS’s Grizelda Lee: better options than cash
Long duration investment grade bonds and Japanese equities offer DPM clients yield and capital growth, according to Grizelda Lee, head of discretionary portfolio management at Bank of Singapore.
BNPP WM’s Chan: quality matters
BNP Paribas Wealth Management’s head of investment services Gabriel Chan tells FSA what investment themes UNHW clients are interested in.
UBS GWM: Asian AI beneficiaries have more potential than US tech
Investors should look for Asian AI beneficiaries, according to a recent UBS Global Wealth Management report.
UBS GWM finds strength in Asia
The wealth manager’s CIO favours AI beneficiaries and backs China and India.
JP Morgan PB’s Leung: stay invested and seek alpha
Investors should take a long-term view to generate strong returns from bonds, equities and alternatives, Yvonne Leung, managing director, head of managed solutions Asia, JP Morgan Private Bank tells FSA.
SJP’s Sarah Ruggins on the ‘wild ride’ from theory to practice
The head of multi-asset research discusses her experience of putting academia into practice in financial services,
Morgan Stanley’s Au-Yeung: diversify and be nimble
Christina Au-Yeung, head of investment management services at Morgan Stanley Private Wealth Management Asia, discusses strategy with FSA.
