J Safra Sarasin recommends portfolios built around tech, materials and healthcare
Investors should position around these three themes, according to Tomasz Godziek, head of thematic equities and portfolio manager at J Safra Sarasin.
Industry views
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J Safra Sarasin recommends portfolios built around tech, materials and healthcare
Investors should position around these three themes, according to Tomasz Godziek, head of thematic equities and portfolio manager at J Safra Sarasin.
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Artemis’s Snowden: Should bond investors avoid the hyperscalers?
Head of fixed income explains why he prefers a software provider and data centre company.
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Nuveen: Real estate has reached a turning point
Global real estate values have reset and income-led returns mean the investment window is still open, according to Nuveen’s real estate team.
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Bank of Singapore strengthens Greater China team with J. Safra Sarasin hire
Bank of Singapore has hired former Bank J. Safra Sarasin team head Kelly Yang.
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Julius Baer’s Jeffrey Tam: Diversify equities with financials and biotech
Short-dated credit also offers a compelling middle ground between cash and the broader fixed income universe, Jeffrey Tam, head fund specialists, Hong Kong, Julius Baer tells FSA.
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HSBC Private Bank bolsters Singapore and India leadership teams
The private banking arm of HSBC has made four new appointments to its Singapore and India desks.
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Goehring & Rozencwajg’s Adam Rozencwaig: ‘Just wait’ for the oil crisis
the outlook for oil and the benefits of investing in natural resources.
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Metrobank Trust’s Ma. Cristina Gabaldon: DPM allows clients to focus on long-term financial goals
A core component of Metrobank Trust’s approach is global diversification, Ma. Cristina Gabaldon, head of investment of the investment management division, tells FSA.
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AB: Stock/bond mix may not be enough for income investors
Stickier inflation and changing asset correlations mean income investors need to diversify their sources of yield without sacrificing exposure to long-term growth, say Karen Watkin and Fahd Malik.
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AI boom enters new phase as investors turn more selective
Investors are looking beyond the initial winners of the artificial intelligence (AI) story.
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Schroders sees healthcare as antidote to tech-heavy portfolios
Discounted valuations, improving policy clarity and demographic tailwinds are strengthening the case for healthcare as investors look to diversify away from ever-concentrated technology exposure, according to Yashica Reddy.
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Equity overweight surges to highest level since 2021 in BofA survey
Investors have continued to push positions in tech stocks, emerging markets and North America, while cash hits a new low.
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UOB names Tan Choon Hin as head of ASEAN and Greater China
United Overseas Bank (UOB) said the newly created role will see Tan Choon Hin lead growth across the region.
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Janus Henderson: UK equities have overlooked income and growth potential
The UK equity market’s low valuations, global exposure and company-specific opportunities offer potential upside, according to portfolio manager Laura Foll.
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Pimco: Credit investors can find yield without sacrificing liquidity
Active selection and global diversification can help investors capture attractive credit yields while maintaining quality and flexibility as AI-related issuance reshapes markets, says Sonali Pier.
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Beyond AI: Three overlooked Asian stocks demonstrating long-term growth
The region’s success is based on more than AI and semiconductors.