CIO Views
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ViewUBS cautions cryptocurrency values can easily fall to zero
19 January 2021, 14:09
The recent rally in cryptocurrencies has not only attracted retail investors, but hedge funds and other larger participants.
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2021
Citi Private Bank sees opportunity in 'fallen angels'
18 January 2021, 08:30
Many clients are holding too much cash and have portfolios positioned for 2020, and not the new year.
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From e-mobility to Chinese bonds: PB CIOs' top picks
13 January 2021, 21:03
Citywire Selector asked investment heads what ideas they implemented with selection teams in 2020 and the challenges they are faced when picking third-party funds.
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China
EU deal a big step forward for China’s market opening: UBS
12 January 2021, 10:18
The comprehensive agreement on investment will bolster globalisation and free trade and help ensure China’s supply chain stability at a time of tension with the US.
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CIO View
Play the rotation to value via Hong Kong: Credit Suisse
30 November 2020, 09:07
The bank sees the Hang Seng Index reaching 28,000 in the next 12 months. The benchmark closed at 26,894.68 on Friday.
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2021
UBS CIO: renewed hunt for 'yield’ means investors must…
27 November 2020, 08:59
UBS is recommending high yield, select Hong Kong and Chinese property developers, Taiwanese technology names and select Chinese material and bank stocks.
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Asset Allocation
Citi PB makes 'significant allocation changes' with vaccine news
26 November 2020, 07:12
Citi’s global investment committee has raised its overweight to global equities from 6.5% to 9.5% and trimmed its fixed income underweight from -7% to -10%.
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CIO View
US election: 'we need to be even more cautious with client assets'
05 November 2020, 06:56
Lombard Odier entered the election with a cautious positioning, but CIO Stéphane Monier sees the need to be 'even more cautious'.
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Investment
Watch out for US election, vaccine discovery: DBS CIO
09 October 2020, 07:10
DBS remains overweight US and China equities and favours European and Asian high yield.
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Views
Need to talk to all clients about risk: Lombard Odier CIO
10 September 2020, 07:22
Portfolios that were largely unchanged saw their risk multiplying by two, three or even four times in April and early May, says Jean-Louis Nakamura.
