The private banking division favours risk assets and is overweight equities, commodities and real estate and underweight fixed income.
Francis Cheung cites expected stabilisation in money supply and social housing plans as reasons to be optimistic about equity markets in China and Hong Kong next year.
Review/outlook series: Marino Valensise, global chief investment officer at Baring Asset Management, explains why he's also keen on agricultural commodities and gold.
Review/outlook series: Invesco is looking to avoid export-related exposure in the months ahead, says Paul Chan, Asia ex-Japan chief investment officer.
Many fund managers would rather be left behind in a rally than make huge bets on investments that could fail miserably.
Citi says the two contradictory forces will steer the direction of global equity markets in 2008.
This is the second in a series of Q&As on Asian fund managers’ investment outlook for 2008.
This is the first in a series of Q&As on Asian fund managers’ investment outlook for 2008.
As part of a series, Deutsche Asset Management''s Sydney-based CIO, Andrew Fay gives his views on 2004.
In the first of a series of fund manager Q&As, New York-based Michael Donnelly of American Century Investments speaks.