News, Comment & Analysis results for Investment Strategies
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...
Investors Put Chips Back On The Table; Worries Linger – State Street
Equity exposure and sentiment has gyrated since the November elections. Recent measures of worry...
Hold Fewer Equities, Add to Bonds – Pictet
Geneva-headquartered Pictet Asset Management held a roundtable in London this week, discussing its...
Orbis Smiles On UK, Japan, Emerging Market Equities
Alec Cutler, portfolio manager of the Orbis Global Balanced Strategy, shares his insights on why he...
EXCLUSIVE: Bonds Are Great, But Diversify – Barclays Private Bank
Michel Vernier, head of fixed income strategy at London-headquartered Barclays Private Bank,...
US Court Strikes Down Most Trump Tariffs – Reactions
A three-member trade court has struck down many of the Trump administration tariffs, saying that...