News, Comment & Analysis results for Investment Strategies
US Bonds More Attractive Than UK Gilts – Orbis
Mark Dunley-Owen at Bermuda-based Orbis Investments discusses why he believes bonds are attractive...
Wealth Managers Constructive On Equity Outlook, Despite Tech Selloff
After US stocks dropped sharply on Thursday, led by semiconductor and AI infrastructure companies,...
Cutting Concentration Risk By Seeking Wider Opportunities Is "Working" – Schroders
The UK wealth manager talks about how the approach of seeking opportunities beyond established US...
US Mid-Term Results Net Positive For Financial Markets
After the Democrats won control of both the House of Representatives and Senate in the mid-term...
DWS Outlines 10 Investment Themes For 2027
German asset manager DWS has published its fourth edition of its CIO Special, which sets out 10 key...
Focus On AI, Metals, Commodities Amidst Resource Crunch – Ninety One
After the Middle East conflict caused oil and fertiliser prices to surge, portfolio managers from...
Mediolanum Stays Diversified, Shrugs Off Geopolitics
Investment managers at Mediolanum International Funds discussed their latest asset allocation and...
EXCLUSIVE: Comgest, Indosuez WM Constructive On Emerging Markets
This news service recently visited wealth managers in Paris to discuss their wealth and asset...
EXCLUSIVE: BNP Paribas WM Upbeat On Emerging Market Equities, US Tech
This news service visited Paris recently to meet a number of wealth and investment managers to...
EXCLUSIVE: Carmignac Positive On Tech-Driven Emerging Markets
This news service visited wealth managers in Paris last week to discuss their wealth and asset...
Comment & Analysis results for Investment Strategies
AITi Tiedemann Global Explains Investment Formula; Says Private Markets Have More Headway
We talk to the international multi-family office's investment chief about its approach to capturing...
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...