News, Comment & Analysis results for Investment Strategies

Investment Strategies
27 March 2024

Indian Elections: Tapping Into The Country’s Growth Story

With the announcement by India’s election commissioners that the country’s 2024 general...

Investment Strategies
26 March 2024

PIMCO: Bank Of Japan’s Policy Shift Ushers New Era For Investors

Tomoya Masanao, co-head of Asia-Pacific portfolio management, co-head of PIMCO Japan, discusses...

Investment Strategies
22 March 2024

US Fed, BoE Hold Fire On Rates; Switzerland Cuts – Wealth Managers' Reactions

This has been a busy week for central banks, with the Bank of England and Fed holding rates, while...

Investment Strategies
20 March 2024

After 17 Years, Bank Of Japan At Last Raises Rates – Reactions

For a decade and a half, the central bank has kept interest rates on hold, an extraordinary period...

Investment Strategies
5 March 2024

Managing Autocracy Risk Is Big Wealth Protector

A quick perusal of news headlines underscores why the risk of holding firms exposed to...

Investment Strategies
4 January 2024

The Four "4s" That Bode Well For Japanese Equities – GMO Asset Management

As wealth and asset managers continue to set out their ideas on strategy and portfolio positioning...

Investment Strategies
10 November 2023

Focus On Gold As A Safe Haven

Investment managers share their insights on gold’s recent strong performance, and how it has...

Investment Strategies
8 November 2023

Japan: Can It Emerge From Decades-Long Deflation?

Inflation has returned to Japan and the approach of the central bank has sent the yen down to its...

Investment Strategies
31 October 2023

Asia Ex China: The Next Investment Story?

The author of this piece answers the headline question by concluding that it is "better to be well...

Investment Strategies
6 October 2023

Brazilian Outlook Positive, China Nuanced – Lombard Odier

Swiss global wealth and asset manager Lombard Odier discusses the outlook for emerging markets,...

Comment & Analysis results for Investment Strategies