News, Comment & Analysis results for Investment Strategies
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...
Amundi Sees India Opportunities Amidst Tariff Turmoil
This month, French asset manager Amundi hosted an emerging markets roundtable in London. It...
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...
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WealthTalk - Awards Videos
WealthTechAsia Awards 2021 – UBS
Duration: 3.88m
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WealthTalk – "Autocracy Risk" And What It Means For Investors
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