News, Comment & Analysis results for Investment Strategies
Amidst The Tariff Turmoil, RBC WM Likes Japanese Equities
After a dramatic shift in appetite for equity and fixed income securities issued outside of North...
Wealth Managers Calm As Mideast Conflict Gets Hot
After the US formally entered the Israel-Iran conflict over the weekend, wealth managers discuss...
A Cautious Approach Dictates Direction For UBP
This publication caught up with the Swiss private bank, Union Bancaire Privée, to hear about its...
Opportunities In Bonds, Alternatives In 2025 – Evelyn Partners, Goldman Sachs
UK wealth manager Evelyn Partners and New York-headquartered Goldman Sachs Asset Management share...
How Pictet Navigates Policy, Market Turbulence
Taking a cautious view, the Swiss private bank has been increasing fixed income exposure, expecting...
Amundi Smiles On European, Emerging Market Bonds In 2025
Together with German asset manager DWS, yesterday French asset manager Amundi outlined its mid-year...
Carmignac Favours European, Emerging Market Equities
French asset manager Carmignac shares its insights on the economic outlook for the second half of...
Geopolitical Conflict Intensifies: Investment, Economic Impacts
Here are thoughts from a number of wealth management houses on the conflict in the Middle East and...
Exclusive: Spotlight On Emerging Markets Utilities, Infrastructure
Amidst the tariff turmoil, co-portfolio managers of the Utilico Emerging Markets Trust, a UK-listed...
Hong Kong Pension Fund Starts Preparing To Sell US Treasuries – Report
The story points to worries about the willingness of large foreign institutions to keep holding US...
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...