Rising interest rates and concerns over US-China trade tensions turning into full-blown war have caused quite the stir in markets this year.
While higher rates are expected to affect the valuations of all asset classes, investment experts believe equity markets could find some support after the volatility in the first quarter.
This view is supported by synchronised global growth, which is expected to continue for at least a year or two. Investors are also bullish about emerging equities and liquid alternatives.
Meanwhile, in the fixed income space, high yield credit is expected to do well amid rising rates.
Against this backdrop, Citywire Asia speaks with three private banks and two asset managers to get their views on the asset classes or sectors that they are bullish on in the current market environment.
The five guest speakers were:
Hou Wey Fook, chief investment officer, DBS
John Woods, chief investment officer for Asia Pacific, Credit Suisse
Bryan Goh, chief investment officer, Bordier & Cie Singapore
Jasslyn Yeo, global market strategist, JP Morgan Asset Management
Ashley Perrott, head of pan Asia fixed income, UBS Asset Management