News, Comment & Analysis results for Investment Strategies
There's More Strong Emerging Market Growth To Come – Franklin Templeton
Since the start of the year, emerging markets have outperformed developed ones as far as equities...
GIB AM Optimistic About Emerging Markets
London-headquartered GIB Asset Management’s emerging markets active engagement team share their...
Despite Geopolitical Worries, Largest Family Offices Are Still “Risk-On” Investors: Goldman Sachs
Assessing their asset allocation in the autumn is often important for investors as they look ahead...
EXCLUSIVE: BNP Paribas Wealth Management Highlights Case For Gold, Commodities
In a background of growing global uncertainty, this news service visited Paris to meet Edmund Shing...
US Investors Warm To Chinese Equities – Morgan Stanley
In a note from its conversations with major investment firms on both sides of the country, the US...
EXCLUSIVE: Wealth Managers Boost Emerging Market Equities Exposure
As wealth managers increase their exposure to emerging markets, which appear to benefit from the...
How Reshoring Policy Could Create US Small-Cap Opportunity
While different forces, including protectionist trade policy, can reverse an offshoring trend, it...
Tariffs Prompt BNP Paribas To Favour Domestically-Focused Asian Stocks
When export revenues are hit by tariffs, it's understandable that investors focus on firms that...
Wealth Managers Cautious As US Tariffs Hit India
After US President Donald Trump's higher-than-expected 50 per cent tariffs kicked in...
Eastspring Positive On Japanese Equities
Experts at Eastspring Investments, the $275 billion asset management business of Prudential,...
Comment & Analysis results for Investment Strategies
2025 Private Credit Predictions: An Expert Perspective
A 26-year veteran of the alternative investments sphere – including private credit – explains...
US Equities, Dollar Delivers Ringing Endorsement Of Trump. What Now? – WELREX - Part 2
We publish the second part of this analysis which examines the implications of the US presidential...
US Equities And Dollar Have Delivered Ringing Endorsement Of Trump. What Now? – WELREX - Part 1
The first in a two-part detailed analysis about what the financial markets could do in the next...
Value And Growth – Japan’s Promise And Performance
This news service recently talked to a UK-based investment house that concentrates on Japanese...
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...
Tech Drives Success In Asia's Private Debt Market
The author of this article argues that staying ahead in Asia-Pacific's expanding private debt...