UBS 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.
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.
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.
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.
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.
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.
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%.
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'.
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.
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.