News, Comment & Analysis results for Investment Strategies

Investment Strategies
18 June 2025

Amundi Smiles On European, Emerging Market Bonds In 2025

Together with German asset manager DWS, yesterday French asset manager Amundi outlined its mid-year...

Investment Strategies
17 June 2025

Carmignac Favours European, Emerging Market Equities

French asset manager Carmignac shares its insights on the economic outlook for the second half of...

Investment Strategies
16 June 2025

Geopolitical Conflict Intensifies: Investment, Economic Impacts

Here are thoughts from a number of wealth management houses on the conflict in the Middle East and...

Investment Strategies
16 June 2025

Exclusive: Spotlight On Emerging Markets Utilities, Infrastructure

Amidst the tariff turmoil, co-portfolio managers of the Utilico Emerging Markets Trust, a UK-listed...

Investment Strategies
12 June 2025

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...

Investment Strategies
10 June 2025

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...

Investment Strategies
9 June 2025

Hold Fewer Equities, Add to Bonds – Pictet

Geneva-headquartered Pictet Asset Management held a roundtable in London this week, discussing its...

Investment Strategies
4 June 2025

Orbis Smiles On UK, Japan, Emerging Market Equities

Alec Cutler, portfolio manager of the Orbis Global Balanced Strategy, shares his insights on why he...

Investment Strategies
4 June 2025

EXCLUSIVE: Bonds Are Great, But Diversify – Barclays Private Bank

Michel Vernier, head of fixed income strategy at London-headquartered Barclays Private Bank,...

Investment Strategies
30 May 2025

US Court Strikes Down Most Trump Tariffs – Reactions

A three-member trade court has struck down many of the Trump administration tariffs, saying that...

Comment & Analysis results for Investment Strategies