Capital Group CEO sees mid-sized asset managers getting ‘hollowed out’
Capital Group CEO Mike Gitlin expects smaller boutique firms to survive on satellite allocations and larger firms taking more market share of investors’ core exposure.
Active ETFs leveraging on AI provide opportunities for beta-plus returns, says Karen Tan, executive director, fund solutions lead, Asia at Pictet Wealth Management.
Portfolio construction should always strike the right balance between optimism and caution, says Connie Sin, head of funds and alternatives, International Wealth Management, Nomura
Investors should remain anchored to fundamentals during volatility, says Citi Wealth.
As 40% of investible global wealth is set to be controlled by women in the next five years, private banks must adapt, according to a recent report.
Wealth managers at Julius Baer, Morgan Stanley PWM and Nomura IWM analyse the benefits and risks of alternative investments.
Strategists say the infrastructure upgrades needed will take years to unlock oil supply from the country with the world’s largest proven oil reserves.
The Swiss private bank also expects the asset management industry to see steady revenue growth continuing.
Wealthy clients at private banks prefer Hong Kong over other wealth management centres, according to a report from the PWMA and KPMG China.
A report from HSBC private bank finds that wealthy Asian investors have a lack of diversification.
Emerging markets and gold also have further traction, according to Indosuez Wealth Management.
US corporate earnings are tied to the AI structural investment cycle, says the Swiss private bank.
The Swiss private bank sees current emerging market strength as a recovery rally rather than the start of a sustained bull run.