A Natixis report on global financial institutions found that there is a consensus overweight to US equities going into 2025.

The post Report: GFIs are unanimously overweight US equities appeared first on Fund Selector Asia.

The Swiss private bank is bearish on longer duration bonds and credit.

The post UBP: Expect another leg higher in yields appeared first on Fund Selector Asia.

The world’s largest asset manager is pro-risk going into 2025 but its strategists warn there are three factors that would change this view.

The post BlackRock flags 3 triggers which would flip its bullish stance appeared first on Fund Selector Asia.

Lombard Odier CIO Michael Strobaek sticks with the firm’s overweight to US equities going into 2025.

The post Lombard Odier: Don’t diversify out of US equities yet appeared first on Fund Selector Asia.

An underappreciated risk to growth is the potential escalation of a trade war, depending on global reactions to US tariffs, warns Amundi’s Mahmood Pradhan.

The post Amundi’s head of global macro flags ‘innocent bystanders’ in potential US tariffs appeared first on Fund Selector Asia.

Granny gets a shot; Capital Group on Trump trades; Neuberger Berman’s opinion; The enduring wisdom of abrdn’s Hugh Young; Things that make one go Hmmm; M&G’s bike, and much more.

The post The FSA Spy market buzz – 15 November 2024 appeared first on Fund Selector Asia.

FSA looks at five equity funds that have seen the highest returns in the days immediately following Trump’s election win.

The post Five funds that have soared after the ‘Trump Trade’ appeared first on Fund Selector Asia.

Life Sciences are hard; The return of the Sentient Mandarin; Political thematics might not work; Expert predictions and their errors; Opportunities everywhere disguised; Economics and much more.

The post The FSA Spy market buzz – 8 November 2024 appeared first on Fund Selector Asia.

As investors weigh the implications of the US election on emerging markets, Putnam Investment’s Brian Freiwald is bullish regardless of the outcome.

The post Putnam Investments: EM outlook bright regardless of US election outcome appeared first on Fund Selector Asia.