News results for Investment Strategies

Investment Strategies
20 May 2024

Four Reasons To Buy UK Stocks – Schroders

Graham Ashby, UK all cap fund manager at investment manager Schroders, discusses why now could be...

Investment Strategies
15 May 2024

Franklin Templeton Positive On India

Amidst the Indian elections, the lead portfolio manager of Templeton Emerging Markets Investment...

Investment Strategies
13 May 2024

Could Korean Equities Match Japan’s Record Equity Rally?

Japan's equities have – with some interruptions – been one of the bright spots for global...

Investment Strategies
30 April 2024

Prominent Indian Family Office Increases AI Exposure

The story is an example of how family offices are among those institutions putting money into the...

Investment Strategies
26 April 2024

Energy Security: Implications For The Sector

A senior figure at Schroders discusses the rising need for energy security and what this means for...

Investment Strategies
23 April 2024

Bonds: To Be Or Not to Be? – Natixis IM

Natixis Investment Managers recently held a Thought Leadership Summit in Paris at which affiliates...

Investment Strategies
27 March 2024

Indian Elections: Tapping Into The Country’s Growth Story

With the announcement by India’s election commissioners that the country’s 2024 general...

Investment Strategies
26 March 2024

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...

Investment Strategies
22 March 2024

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...

Investment Strategies
20 March 2024

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...

Investment Strategies
27 February 2024

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...

Investment Strategies
4 January 2024

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...

Investment Strategies
5 December 2023

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....

Investment Strategies
10 November 2023

Focus On Gold As A Safe Haven

Investment managers share their insights on gold’s recent strong performance, and how it has...

Investment Strategies
8 November 2023

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...

Investment Strategies
6 October 2023

Brazilian Outlook Positive, China Nuanced – Lombard Odier

Swiss global wealth and asset manager Lombard Odier discusses the outlook for emerging markets,...

Investment Strategies
12 September 2023

Institutional Investors Raise Cash Holdings In August Amid Cautious Mood

The data, from actual transactions that investors engage in, suggests that economic and market...

Investment Strategies
11 September 2023

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...

Investment Strategies
30 August 2023

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...

Investment Strategies
28 July 2023

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

Investment Strategies
5 March 2024

Managing Autocracy Risk Is Big Wealth Protector

A quick perusal of news headlines underscores why the risk of holding firms exposed to...

Investment Strategies
22 August 2023

Value And Growth – Japan’s Promise And Performance

This news service recently talked to a UK-based investment house that concentrates on Japanese...

Investment Strategies
10 January 2023

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...

Investment Strategies
9 November 2022

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...

Investment Strategies
12 July 2022

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...

Investment Strategies
20 April 2022

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...

Investment Strategies
24 March 2022

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,...

Investment Strategies
2 February 2022

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...

Investment Strategies
19 January 2022

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...

Investment Strategies
26 July 2021

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...

Investment Strategies
23 July 2021

Credit's Overlooked Hedge Against Inflation Risk

The writer of this articles says investors should consider leveraged loans as a tool to manage...

Investment Strategies
15 July 2021

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...

Investment Strategies
13 July 2021

The Rise Of Digital Health And Genomics In Europe

Terms such as genomics, telemedicine and healthtech are increasingly parts of the investment...

Investment Strategies
30 June 2021

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...

Investment Strategies
24 May 2021

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...

Investment Strategies
17 May 2021

Are Debt, Digital And Climate Transforming Central Banking, Broader Economy?

Climate change, aka global warming, affects the global economy and hence influences how central...

Investment Strategies
14 April 2021

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...

Investment Strategies
6 April 2021

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...

Investment Strategies
22 January 2021

Japanese Equities Deserve Fresh Look

The Asia-focused asset management firm talks about the case for investors taking a new look at...

Investment Strategies
16 July 2020

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...