Global Head of Investments
Caproasia.com | The leading source of data, research, information & resource for investment managers, professional investors, UHNW & HNW investors, and advisors to institutions, billionaires, UHNWs & HNWs. Covering capital markets, investments and private wealth in Asia. How do you invest $3 million to $300 million? How do you manage $20 million to $3 billion of assets? Caproasia - Learn more

This site is for accredited investors, professional investors, investment managers and financial professionals only. You should have assets around $3 million to $300 million or managing $20 million to $3 billion.







When 2 of the World’s Largest Banks have Opposing Investment Views

Do you agree with one of them, both of them or disagree with both of them?

No. 1 What do you do?

Nothing.  For most wealth & investment professionals, you might not have the financial tools and instruments or the access to do any of the following:

  • Making a first move
  • Hedging your risks
  • Taking advantage of the opposing views

If you do, you might be uncertain of what to do or need approvals from your financial institutions or clients to make necessary changes.


Ads & Announcements



The 2023 Investment Day | HK & SG - Visit & Register here
Where do you invest $250k, $1 million, $10 million, $100 million or $1 billion? Can you generate IRR of 10% / 15% / 20% or more? Private Equity, Hedge Funds, Boutique Funds, Private Markets & more. Taking place on 28th March 2023 in Hong Kong, 4th April 2023 in Singapore, and Virtual Investment Day in April 2023.





In all, you are likely to be passive in your actions.

Making major decisions on investments and portfolio allocation is no easy task. Having access to information or having the knowledge to comprehend doesn’t necessary translate into effective actions.

This is especially true when market-makers such as governments or large institutions are at play.

 

No. 2 Who stands to gain?

There are some who thrive on uncertainties. They might not be right, some gets wiped out entirely … … but they are all in the game for the big bucks.  Read More: 20 Traders Who Lost More than a Billion

Examples:

  • Institutional Investors
  • Investment Banking
  • Private Equity
  • Hedge Funds

 

No. 3 How do they gain?

Financial Markets
Financial Markets

While most clients’ portfolio will remain unchanged due to passive investment strategies, Hedge Funds, Private Equity and Institutional Investors are constantly looking out for opportunities.

Hedge Funds can invest using derivatives (eg. options, futures) to bet on increasing risks (long volatility, credit-default swaps).  Private Equity can jump into buying distressed assets of listed / private companies that needed sudden cash call due to falling stock prices or the impact of a long-term economic forecast from the largest 2 largest banks.

Investment Banking units that underwrite activities in the financial markets can issue more derivatives to Institutional Investors / Hedge Funds / Private Banks / Companies to hedge or leverage their positions.

 

No. 4 What kind of returns do you think they generate annually?

5% or 12%?  Perhaps 25%?  Every firm’s investment objectives and time horizon is set up differently.  Institutional Investors and Private Equity tends to have longer investment horizon, but the type of investments they get into differs greatly.

What do you think is the returns of Institutional Investors, Private Equity and Hedge Funds?

  • Around 5%
  • Around 8%
  • Around 12%
  • Around 15%
  • Around 20%
  • Around 25%
  • Around 50%
  • Around 75%
  • More than 100%

 

No. 5 What would your clients do?

Clients would likely be unsettled if they happen to catch the news, and would promptly follow up with the question: ” is liquidating all investments, take profits or cut loss.  What would be the most sensible thing to do? ”

With risks, comes rewards.  What if the 2 largest banks are wrong?

 

What would you do when 2 of the world’s largest banks have opposing investment views?

Read More: English or Numbers? Which is More Important in the Financial Industry?




2021 Data Release
2020 List of Private Banks in Hong Kong
2020 List of Private Banks in Singapore
2020 Top 10 Largest Family Office
2020 Top 10 Largest Multi-Family Offices
2020 Report: Hong Kong Private Banks & Asset Mgmt - $4.49 Trillion
2020 Report: Singapore Asset Mgmt - $3.48 Trillion AUM

Register Below
Latest 2022 data & reports, insights & news
Every Saturday & Sunday 2 pm
Direct to your inbox
Save 2 to 8 hours per week. Organised for success

For Investors | Professionals | Executives





New to Caproasia?
Join 10,000 +
Learn More | Sign Up Today







For CEOs, Heads, Senior Management, Market Heads, Desk Heads, Financial Professionals, Investment Managers, Asset Managers, Fund Managers, Hedge Funds, Boutique Funds, Analysts, Advisors, Wealth Managers, Private Bankers, Family Offices, Investment Bankers, Private Equity, Institutional Investors, Professional Investors

Get Ahead in 60 Seconds. Join 10,000 +
Save 2 to 8 hours weekly. Organised for Success.

Subscribe / Sign Up / Contact Us


    Mailing ListFree TrialSubscriptionMembershipEvents


    Professional InvestorPrivate WealthFamily OfficePrivate BankingWealth ManagementInvestmentsAlternativesPrivate MarketsCapital MarketsESG & SICEO & EntrepreneursTax, Legal & RisksHNW & UHNWs Insights











    Caproasia | Driving the future of Asia
    a financial information technology co.
    since 2014


    Web links may be disabled on mobile for security.
    Please click on desktop.







    Previous articleEnglish or Numbers? Which is More Important in the Financial Industry?
    Next articleBank Lending in Singapore Inches up 1.1% in August
    Caproasia.com covering capital markets, investments and private wealth in Asia. Our users manage, advise & invest $25 trillion assets in Asia