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UBS Wealth Management: How AI will transform Asia
UBS Wealth Management’s investment office shares its views about how artificial intelligence (AI) will transform Asia – with estimates about AI’s economic value, impact on the job market, and related...
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Bank of Singapore: SGD resilient now but weaker later
Bank of Singapore: SGD resilient now but weaker later SGD is no exception to the broader appreciation of Asia FX against USD since the start of 2017 but Bank of Singapore believes that this resilience...
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UBP: World trade rebounding; most of Asia showing growth
Although most of Asia is reflecting growth amid a global trade rebound, UBP believes outlooks should be applied on a country basis rather than generically across the region, while the bank also flags...
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Gold allocations to ‘gain momentum’ in Asia this year
With Asian investors becoming increasingly sophisticated, private banks in the region expect investors will allocate more towards alternatives such as gold in order to diversify their portfolios....
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Deutsche Bank WM: French elections will have long-lasting economic consequences
The consequences of the upcoming French presidential elections – whether positive or negative – are likely to be long-lasting, Deutsche Bank Wealth Management says in its latest investment note....
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AM HM: Are banks in Asia bailing on the Trump trade for Xi’s Chinese Dream?
Not unexpectedly, the global equity rally has not been smooth sailing for investors. With a recent market hiccup fuelled by US policy uncertainty and growth reaching a possible peak, fund traffic data...
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Pictet: Xiong’an New Area could assist China’s economic transition
The Chinese government’s recently unveiled plans to create what it calls the Xiong’an New Area, a development zone, has significant implications for Beijing and the broader economy. Pictet reckons...
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Julius Baer: Prefer value and European equities over quality, growth and US...
Julius Baer upgrades eurozone equities to overweight and US equities to underweight driven by the belief that improving sentiment and more risk-friendly investors should bode well for value compared...
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Deutsche Bank WM: Buy Asian equities on dips, despite favourable macro outlook
Despite a favourable macro outlook that is supportive of Asian equities and credit—Asian PMI rose to 51.7 from 51.4 in April, a two-year high—Deutsche Bank Wealth Management remains cautious and...
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DBS: Escalation of Syria conflict could act as “new driver” for equities to...
Despite its long-standing argument that “geopolitics usually do not throw markets off their prior trajectories”, DBS believes that the absence of market drivers, together with deteriorating political...
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Bank of Singapore: Expect two more Fed rate hikes this year
The decline in the US unemployment rate to the Fed’s medium-term forecast of 4.5% has significant implications for monetary policy, most notably the normalisation of rates to “neutral” levels, says...
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Retail-linked private banking fund platforms face scaling hurdles
The fund platforms of private banks that operate alongside their retail banks continue to face hurdles at the gatekeeper level given refusals to onboard new products that cannot be scaled across the...
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PIMCO: “Bonds are different” for the active-passive debate
According to PIMCO, active bond funds have a better edge – relative to active equity funds – when compared to their passive peers. “Opinions in the active-passive investment debate have drifted poles...
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DBS: Invest on Trump’s actions not words
Donald Trump’s flip-flopping on his position about dollar strength sent the USD index (DXY) lower and prompted DBS to further question the reliability of basing investment decisions on the US...
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Julius Baer: Brace for short-term volatility due to “unrealistic expectations”
Markets will closely monitor whether or not ‘hard’ data will catch up with positive ‘soft’ data releases, says Julius Baer, which advises investors to brace for short-term volatility due to a possible...
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Asian HNW investor demand reaches new high for Morgan Stanley PWM
Although investor sentiment remains mixed in Asia, Morgan Stanley Private Wealth Management managed to capitalise on improving fundamentals, posting its best-ever quarter in terms of investment...
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DBS: Signs that China can do deals with Trump could lift equities
China’s apparent cooperation with the US to rein in North Korea’s nuclear ambitions, and signs that China can do deals with US President Donald Trump, could lift equities, according to DBS. “Almost...
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Bank of Singapore: Reappointing Yellen could limit USD strength
Donald Trump’s apparent about-turn on his position towards USD strength is unlikely to have a long-lived weakening effect on the currency, but reappointing Janet Yellen as Fed Chair could, according...
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UBP says “don’t fear the taper”, advises investors to be positive on EM bonds...
UBP advises investors to not fear “the taper” and recommends including emerging market (EM) bonds and equities in portfolios, citing structural bond market conditions and a resilient economy as...
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Bank of Singapore’s views on global rates, equity dividends and China
Bank of Singapore shares its views on global rates, equity dividends, and the Chinese economy amid a series of policy reversals by US President Donald Trump. On global rates Investors have become more...
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