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US equities
Investing strategies
US equities, IG, fixed income strategies, gold and copper among top investment picks: UBS
UBS highlights key investment strategies and opportunities in its Year Ahead 2025 report.
6 days ago
US stocks
Morgan Stanley raises base case S&P 500 price target to 6,500
The firm maintains a wider than normal bull versus bear case skew, with a bull case of 7,400 and bear case of 4,600.
8 days ago
US Presidential Race
Blackrock Investment Institute says Trump term opens door for tax cuts, deregulation and tougher trade policies
The analysts at BII stay risk-on in US equities, supported by solid growth and earnings, but say sticky inflation and higher-for-longer interest rates could challenge risk sentiment.
21 days ago
US stocks
2023 demonstrated the importance of US equity exposure for Asia's investors
The S&P 500 was a standout performer last year, posting a 26% total return and offsetting its 18% loss in 2022.
January 23, 2024
Tong's Portfolio
Switch to Chinese from US equities paying off
Again, we expect EM equities may well underperform in the near term, but we believe they will outperform over a longer period.
July 14, 2022
Investing strategies
Overweight China, US and Japan equities; diversify into gold and commodities: DBS
Find out why the bank also thinks that simply holding cold, hard cash is not a viable strategy, even with rising interest rates.
July 07, 2022
Tong's Portfolio
Rebalanced…reduced US and increased Chinese equity exposure
Supply disruptions and shortages are, by and large, beyond the control of central banks.
June 02, 2022
Investing strategies
Investors should not ignore opportunities in China equities and credit, says Amundi
There are many interesting opportunities in China that investors can explore.
April 07, 2022
Broker's Calls
BOS bullish on US equities as ‘blue wave’ brings on a ‘stimulus wave’
The “blue wave” will be bullish for risk assets, pushing up Treasury yields despite a bearish outlook for USD
January 11, 2021