News, Comment & Analysis results for Investment Strategies

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...

Investment Strategies
29 May 2025

Amundi Sees India Opportunities Amidst Tariff Turmoil

This month, French asset manager Amundi hosted an emerging markets roundtable in London. It...

Investment Strategies
28 May 2025

HSBC Positive On Asian Equities For Q3

In its latest investment outlook entitled “Charting through turbulence with resilient...

Investment Strategies
27 May 2025

President Trump’s Tariff Strategy: Trade Policy Or Fiscal Reform?

The following article from EFG Bank delves into the US tariff policy to work out the investment...

Investment Strategies
23 May 2025

Eastspring Positive On Asian Markets

Eastspring Investments, a $256 billion Asia-based asset management business of Prudential, has...

Investment Strategies
19 May 2025

DWS Prefers European Over US Equities

Asset managers such as Germany's DWS set out their outlooks and asset allocation against the...

Comment & Analysis results for Investment Strategies

Investment Strategies
19 December 2024

2025 Private Credit Predictions: An Expert Perspective

A 26-year veteran of the alternative investments sphere – including private credit – explains...

Investment Strategies
18 November 2024

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...

Investment Strategies
14 November 2024

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...

Investment Strategies
22 August 2023

Value And Growth – Japan’s Promise And Performance

This news service recently talked to a UK-based investment house that concentrates on Japanese...

Investment Strategies
12 July 2022

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...

Investment Strategies
19 April 2022

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...