Asian family offices struggle with legacy planning: DBS report
The founders’ wish to retain control remains a barrier to intergenerational succession, a DBS commissioned report found.
Industry views
-
Fed expected to pause rate hikes despite hot inflation
AllianzGI, Allspring and BlackRock predict a delay in rate hikes at the next Fed meeting, but not an end to monetary tightening.
-
Robeco still sees upside in Korean equities
Robeco’s value manager Wim-Hein Pals took profits in tech when the market “was going ballistic”.
-
Sustainable investing and attractive valuations need not be at odds
Schroders is calling for investors to look beyond dominant market themes to identify businesses whose long-term prospects may not be adequately reflected in their share prices.
-
AllianceBernstein: AI disruption, rising rates challenge equity diversification
Investors may need to look beyond traditional portfolio strategies as artificial intelligence (AI) reshapes market correlations and higher rates increase the importance of cash flow, says Nelson Yu.
-
Deutsche Bank PB hires BoS veteran as head of managed investments, emerging markets
UBP’s former head of private markets, Asia, has also joined the bank as head of alternatives specialists, emerging markets.
-
Bitcoin’s potential as a store of value raises allocation questions, says Fidelity
Bitcoin’s changing relationship with equities and gold is prompting new questions about its role in diversified portfolios, according to Giselle Lai.
-
Templeton: Global income strategies to tackle equity concentration risks
Combining dividend-paying equities, sovereign bonds and structured products can help generate resilient income while reducing portfolio concentration risks, believes Templeton Global Investments.
-
Allspring: An investor’s guide to the AI infrastructure stack
The AI investment story is broadening, creating opportunities beyond the biggest names in tech.
-
Hamilton Lane: Higher-for-longer rates sharpen focus on underwriting
Investments are being underwritten for higher for longer, and tested for potential input-cost pressure, according to Hamza Azeem, managing director in the portfolio management group at Hamilton Lane.
-
Barings eyes blended route to unlock EM debt potential
Emerging market (EM) debt is more diverse and higher quality than many investors think, via a flexible approach to sovereign, corporate and local currency bonds, according to Barings.
-
Asset managers favour equities due to resilient growth and earnings
T. Rowe Price and Natixis IM are maintaining overweights to equities as earnings provide support.
-
RBC Wealth Management names new head of private banking Singapore
RBC also expanded its roster with several senior hires across Singapore and Hong Kong.
-
Mounting rate pressures weigh on Asian REITs, warns Julius Baer
Asian estate investment trusts (REITs) lack the exposure to high-growth sectors that has helped their US counterparts withstand rising interest rates, according to Jen-Ai Chua.
-
Orbis’s Perrone: We are ‘not tempted’ by long-dated bond yields
Expresses preference for shorter-term or inflation-linked bonds.
-
Invesco: Higher Treasury yields need not spell trouble for stocks
Rising bond yields are putting pressure on lower-quality credit and narrowing stock market leadership, although resilient earnings could continue to support US equities, says Brian Levitt.
-
BlackRock cuts US stocks to neutral, upgrades Treasuries
Higher yields and “potentially excessive” Fed tightening expectations have prompted the BlackRock Investment Institute to unwind its long-held US Treasury underweight.