News, Comment & Analysis results for Investment Strategies
EXCLUSIVE: The Case For Emerging Market Debt – UBP
After emerging markets delivered their strongest returns in almost a decade in 2025, Switzerland's...
Middle East Conflict Erupts, Triggers Flight From Risk – Updated
The drama also reinforces a point that this news service wrote about recently that geopolitical...
Focus On New Geopolitical Environment, Asset Allocation – Wellington Management
At a London media event last week, experts at Boston-headquartered Wellington Management, a large...
Schroders Turns Positive On Commodities
The asset manager sets out its multi-asset allocation views. ...
JP Morgan Private Bank Upgrades Asian High Yield Debt Stance
The US bank is no longer negative on the asset class in Asia and, within this space, likes area...
EXCLUSIVE: Emerging Markets Outperformance Here To Stay – GIB AM
After emerging markets outperformed developed ones in 2025, Kunal Desai at London-headquartered GIB...
Edmond De Rothschild AM Upbeat On Emerging Market Tech, Japanese Equities In 2026
As a number of wealth managers increase their exposure to emerging markets, notably tech which is...
Focus On Chinese Equities In Year Of The Horse
After China hit its 5 per cent GDP target in 2025 and its equity market delivered strong returns,...
Carmignac Upbeat On Emerging Markets In 2026; Makes New Hires
As wealth managers boost their exposure to emerging markets, which outperformed developed ones in...
Japanese Equities Jump After Snap Election – Reactions
After Japan’s Prime Minster Sanae Takaichi won a landslide victory in a snap election over the...
Comment & Analysis results for Investment Strategies
Bankers Fear "Bitcoin Treasuries" Are An Accident Waiting To Happen – Here's Why
Regardless of what the latest tech or investment enthusiasm is, a danger that goes back centuries...
Wealth Managers Use Derivatives, Hedge Funds To Manage Volatility
Continuing our look at ideas on asset allocation and the approaches wealth managers take, we...
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...