Buy the banks?
July 28, 2017
Bryan Goh of Bordier & Cie says he favors banks in developed markets because of improvements in loan growth and margin
Continue readingCategory
Bryan Goh of Bordier & Cie says he favors banks in developed markets because of improvements in loan growth and margin
Continue readingThe political uncertainty in the UK is reflected by the movements in the British pound and government bonds, says Bryan Goh, CIO at Bordier & Cie.
Continue readingThe fall in oil prices is a blip caused by markets taking profit on OPEC’s decision to extend output cuts, says Bryan Goh, Bordier & Cie.
Continue readingBryan Goh from Bordier & Cie outlines his expectations for the U.S. President’s strategy on North Korea.
Continue readingArbitrage opportunities regarding regulations make contingent convertible (CoCo) bonds an interesting asset, according to Bryan Goh from Bordier & Cie.
Continue readingInfrastructure spending from China is a reason for the rally, which is expected to continue, says Bryan Goh, CIO at Bordier & Cie.
Continue readingBryan Goh, chief investment officer at Bordier & Cie (Singapore), explains why he is overweight credit and underweight equities. He speaks with Bloomberg’s Rishaad Salamat on “Bloomberg Markets.” (Source: Bloomberg)
Continue readingCredit is a less risky way to play the recovery, says Bryan Goh at Bordier & Cie.
Continue readingBryan Goh talks about potential moves from the Fed in 2017 and the expiry date of the Trump rally.
Continue readingChina A-shares offer some post-Trump refuge but assets that price-in fundamentals instead of macro are preferable, says Bryan Goh, CIO at Bordier & Cie.
Continue readingBordier & Cie’s Bryan Goh warns that Deutsche Bank’s troubles might affect its CoCo bond coupons payments and lock it out of the CoCo bond market.
Continue readingThere are risks looming on the horizon, as central banks do everything they can to suppress the volatility, says Bordier & Cie CIO Bryan Goh.
Continue readingBordier & Cie’s Bryan Goh advises investors to invest in emerging market stocks, and not in credit.
Continue readingAs the Bank of England flags the possibility of summer easing, equities are back to pre-Brexit levels while global bond yields continue to sink. A new norm post-Brexit? Host Chloe Cho explores with her guests including Bordier & Cie’s CIO Bryan Goh.
Continue readingBryan Goh, chief investment officer at Bordier & Cie Singapore, discusses the recent spike in the yen, Japan’s bond market and the Brexit referendum. He speaks to Bloomberg’s Yvonne Man on “First Up.”
Continue readingNegative rates are bankrupting Japan’s insurance sector and pensions as well as shrinking the overall money supply, warns Bryan Goh of Bordier & Cie.
Continue readingBryan Goh, CIO at Bordier & Cie, describes negative rates as “the waterboarding of the economy and banking system.”
Continue readingCentral Bank stimulus measures such as asset purchases are no longer aimed at liquidity provision, said Bryan Goh, CIO at Bordier & Cie.
Continue readingBryan Goh, Bordier & Cie (Singapore) CIO, discusses China’s economic slowdown and Fed monetary policy with Bloomberg’s Rishaad Salamat on “Trending Business.” (Source: Bloomberg)
Continue readingBryan Goh, chief investment officer at Bordier & Cie Singapore, discusses the current market turmoil and says that China and oil are not the cause. He speaks to Bloomberg’s Angie Lau on “First Up.”
Continue reading