Clik here to view.
Deutsche Bank WM: US equities await Trump’s first congress speech to justify...
Deutsche Bank Wealth Management calls President Trump’s first speech to a joint session of Congress on 28 February an “inflection point” that could potentially cause US equities to come under...
View ArticleClik here to view.
Pictet WM: US, China tensions demand investment diversification
The relationship between the US and China, in the context of trade pacts and geopolitical tensions, is prompting investors to maintain more diversified portfolios to hedge the tail risks, says Pictet...
View ArticleClik here to view.
Indosuez WM: Investors “too bearish on EU politics”
Even though EURUSD has been heading downwards for eight years since the historical high recorded in 2008, Indosuez Wealth Management believes that the trend is at its end now. “Euro close to parity...
View ArticleClik here to view.
BoS: Seek hedge funds in low return, high volatility world
Bank of Singapore describes the current market as “a low-return world with a wider range of outcomes”, urging investors to look beyond traditional asset classes and consider hedge fund investments....
View ArticleClik here to view.
DBS: Overweight on US equities in 3-month outlook but cautious in the longer...
DBS remains overweight on the US market in the short-term (three months), but takes a prudent stance over a 12-month period, due to the potential obstacles in US’s policy implementation and political...
View ArticleClik here to view.
Fund flows at Asia’s private banks slip 6% in 2016
Although the fund industry in 2016 was hampered by product non-performance and depressed investor appetite, private banks in Asia still managed to deliver relatively flat growth for the year, dipping...
View ArticleClik here to view.
Credit Suisse’s Asian HNW clients invest in US$1.2 billion of senior loans...
After first pioneering a fixed maturity bond fund craze in Asia last year, Credit Suisse repeated its success in 2017 with the delivery of US$1.2 billion worth of fixed maturity senior loan funds to...
View ArticleClik here to view.
BoS: Will Trump deliver in “yuge” key speech?
Bank of Singapore lists some issues that need to be addressed in Trump’s upcoming speech to Congress in order to prolong the longevity of an ongoing equity rally. According to the bank’s chief...
View ArticleClik here to view.
BoS: Fed signals March rate hike
The recent statement of the most dovish FOMC member, Fed Governor Lael Brainard, that rates could rise “soon” is further signalling that the US central bank could hike rates by March, according to...
View ArticleClik here to view.
Asian HNWIs need to be wary of onboarding more directional exposure, says GSAM
Private banks seeking liquid alternatives need to be wary of potentially overloading portfolios with directional exposure, especially when considering the common existing holdings of Asian HNWIs....
View ArticleClik here to view.
AM Heat Map: USD HY traffic momentum accelerates in key week for headline...
Private banks’ confidence in the high yield market appears to be in full steam, as dollar-denominated high yield bond fund traffic share rises for the seventh consecutive week amid a key week for...
View ArticleClik here to view.
Legg Mason: Emerging markets bond funds to attract capital inflows
Emerging markets bond funds, especially Asian bond funds are experiencing strong global capital inflows and the trend will continue moving forward, according to Legg Mason. “Emerging markets are...
View ArticleClik here to view.
Pictet: Fundamentals look supportive for consumer sector but a selective...
Pictet Wealth Management shares its insights on the consumer sector which is expected to be supported by macro trends in the US and Europe. ‘Value’ stocks benefiting from ongoing rotation According to...
View ArticleClik here to view.
DBS: “The rise and rise [and rise]” of the trade-weighted yuan
“Too many Americans have a myopic view of the yuan,” DBS says in its latest investment note, highlighting the trade-weighted resilience of the currency and the likelihood to “continue its 20-year...
View ArticleClik here to view.
Deutsche Bank WM: US markets likely to be “irked”
Even though the US market has reached another record high, triggered by Donald Trump’s speech to congress, Deutsche Bank Wealth Management believes that the market will be disappointed by the lack of...
View ArticleClik here to view.
Deutsche Bank WM: Trump speech more style than substance
Despite the S&P 500’s resilient post-speech surge, Deutsche Bank Wealth Management believes an absence of policy details from the US administration could soon irk investors and maintains a...
View ArticleClik here to view.
DBS: “[I]f you can’t win a trade war, you’re less likely to start one”
Donald Trump may have struck a more presidential and conciliatory tone in his most recent speech to Congress, but any softening in his protectionist rhetoric remains to be seen. Accordingly, DBS...
View ArticleClik here to view.
Deutsche Bank Wealth Management: Brexit takes flight
With UK Prime Minister Theresa May about to trigger Article 50, Deutsche Bank Wealth Management lays out its view based on three different phases and time horizons: direction (1-6 months), negotiation...
View ArticleClik here to view.
First quarter private banking flows in Asia triple YoY, but equity appetite...
The positive kickoff to the year has resulted in flows tripling at one private bank in Asia, confirming sentiment that the year-on-year difference in starts has been “night and day”. “At the end of...
View ArticleClik here to view.
Bank of Singapore: “Not great, not bad, just good” for USD
“The hawkish shift in Fed rhetoric will keep the USD good and limit the risk of USD turning bad but will not make it great, especially against reserve currencies,” says Sim Moh Siong, senior currency...
View Article