News results for Investment Strategies
Four Reasons To Buy UK Stocks – Schroders
Graham Ashby, UK all cap fund manager at investment manager Schroders, discusses why now could be...
Franklin Templeton Positive On India
Amidst the Indian elections, the lead portfolio manager of Templeton Emerging Markets Investment...
Could Korean Equities Match Japan’s Record Equity Rally?
Japan's equities have – with some interruptions – been one of the bright spots for global...
Prominent Indian Family Office Increases AI Exposure
The story is an example of how family offices are among those institutions putting money into the...
Energy Security: Implications For The Sector
A senior figure at Schroders discusses the rising need for energy security and what this means for...
Bonds: To Be Or Not to Be? – Natixis IM
Natixis Investment Managers recently held a Thought Leadership Summit in Paris at which affiliates...
Indian Elections: Tapping Into The Country’s Growth Story
With the announcement by India’s election commissioners that the country’s 2024 general...
PIMCO: Bank Of Japan’s Policy Shift Ushers New Era For Investors
Tomoya Masanao, co-head of Asia-Pacific portfolio management, co-head of PIMCO Japan, discusses...
US Fed, BoE Hold Fire On Rates; Switzerland Cuts – Wealth Managers' Reactions
This has been a busy week for central banks, with the Bank of England and Fed holding rates, while...
After 17 Years, Bank Of Japan At Last Raises Rates – Reactions
For a decade and a half, the central bank has kept interest rates on hold, an extraordinary period...
Evelyn Reshuffles Asset Allocation, Smiles On US Stocks, UK Government Bonds
The UK wealth management firm updates investors on how it has changed its investment stance. One...
The Four "4s" That Bode Well For Japanese Equities – GMO Asset Management
As wealth and asset managers continue to set out their ideas on strategy and portfolio positioning...
Pictet Positions For Sluggish Global Growth, Smiles On European Valuations
The Swiss firm explains its asset allocation ideas and economic assumptions for the following year....
Focus On Gold As A Safe Haven
Investment managers share their insights on gold’s recent strong performance, and how it has...
Japan: Can It Emerge From Decades-Long Deflation?
Inflation has returned to Japan and the approach of the central bank has sent the yen down to its...
Brazilian Outlook Positive, China Nuanced – Lombard Odier
Swiss global wealth and asset manager Lombard Odier discusses the outlook for emerging markets,...
Institutional Investors Raise Cash Holdings In August Amid Cautious Mood
The data, from actual transactions that investors engage in, suggests that economic and market...
HSBC Positive On Growth Equities, Types Of Fixed Income Amid Rate Peak Hopes
The private banking and wealth arm of the group set out its latest quarterly views on the broad...
Apricus Reviews European, Asian Equity Exposure Amid Chinese Woes
The EAM is reviewing its asset allocation positioning, taking a close view at recent defaults and...
OPINION OF THE WEEK: At Last, It Seems Japan Is Winning Investment Fans
In my weekly column I briefly reflect on how much talk there is nowadays about Japan and its...
Comment & Analysis results for Investment Strategies
Managing Autocracy Risk Is Big Wealth Protector
A quick perusal of news headlines underscores why the risk of holding firms exposed to...
Value And Growth – Japan’s Promise And Performance
This news service recently talked to a UK-based investment house that concentrates on Japanese...
Emerging Markets In 2023: Short-Term Pain Before Long-Term Gains
LGT Wealth Management joins the chorus of firms talking about investment issues and challenges at...
Cash-Rich Firms Can Tap M&A Opportunities As Rates Rise
Companies with plenty of cash stand to benefit from the M&A opportunities that can be thrown up in...
Seeking A Sustained Asia Rebound Amid Rising Risks
PineBridge Investments asks what sort of market rebound in Asia is likely at a time of economic and...
Steering A Careful Course Around Credit Amid Volatile Times
We talk about rising rates, hot inflation, Russia and much else with a senior figure at an asset...
The March Of The Robots – The Investment View
Use of robots is set to continue, even accelerate, but they will create new industries and roles,...
How Barclays Private Bank Is Positioning Its Portfolios
We talk to the UK-based private bank to ask about its asset allocation stance, its expectations for...
Investors Should Lean In To India's Opportunities – Matthews Asia
India can provide investors with a high-growth allocation in their portfolios particularly at a...
Inflation Pressures Rise, But Not Great Cause For Concern - J Stern & Co
We talk to an investment firm set up to manage the wealth of a 200-year-old European family, and...
Credit's Overlooked Hedge Against Inflation Risk
The writer of this articles says investors should consider leveraged loans as a tool to manage...
Jump Aboard The "Cold Chain": Drug Development, Rapid Delivery
This article examines the channels for testing, holding and moving drugs that have to be stored at...
The Rise Of Digital Health And Genomics In Europe
Terms such as genomics, telemedicine and healthtech are increasingly parts of the investment...
Investment View: Concentrated In Hunt For Alpha - Blue Ocean
This news service spoke to a UK-based firm, Blue Ocean Investment Partners, which believes that...
We Need To Talk About Inflation - Wealth Managers' Reactions
Whether it is a temporary rise or something more durable, recent data pointing to a sharp rise in...
Are Debt, Digital And Climate Transforming Central Banking, Broader Economy?
Climate change, aka global warming, affects the global economy and hence influences how central...
Recovery From COVID-19 - What Wealth Managers Say
We set out a range of commentaries from wealth and asset management groups about how the economic...
Infrastructure's Yield Appeal Goes Down A Treat At Edmond De Rothschild
The venerable European wealth management and investment house has around 150 years of experience in...
Japanese Equities Deserve Fresh Look
The Asia-focused asset management firm talks about the case for investors taking a new look at...
WEALTH TALK: Focus On Venture Capital, Re-Booting The Economy
The latest video interview features Moray Wright, CEO of Parkwalk Advisors, and we talk about...