News, Comment & Analysis results for Investment Strategies
Asia In Tech Driving Seat, Says Jupiter Asset Management
Despite fears about the impact of the Middle East conflict on Asia, Jason Pidcock at Jupiter Asset...
Wealth Managers Turn Negative On Dollar; Upbeat On Gold, US, EM Equities
A new report by Amundi expects the US dollar’s depreciation to continue. While Schroders has...
Bank J Safra Sarasin Upbeat On Emerging Market Equities, Driven By Tech
Swiss private bank Bank J Safra Sarasin shares its insights on the macroeconomic outlook and asset...
Wealth Managers Stay Upbeat On Gold Despite Volatility
Although the gold price is down from its pre-US/Iran-war levels, Lombard Odier, together with other...
Sorbus Partners Highlights Second China Shock
With the International Monetary Fund expecting Chinese export volumes to rise by around 30 per cent...
Nuveen Neutral On Equities In 2026; Positive On Renewables
Investment managers published outlooks for 2026 this week, highlighting a neutral stance on...
Middle East Conflict: Wealth Managers Upbeat On Gold, Diversification
After the two-week ceasefire between the US and Iran caused oil prices to slide, wealth managers...
UOB Neutral On Stocks, Overweight Gold Amidst Market Turmoil
As asset allocators try to chart a course ahead amidst conflict in the Gulf, the...
Indosuez WM Reduces Emerging Market Exposures
While in the longer term the French firm is positive about the outlook for emerging markets, it has...
Middle East Conflict: Pictet AM Neutral On All Asset Classes, Except Chinese Equities
Luca Paolini at Geneva-headquartered Pictet Asset Management outlines why the uncertainty around...
Comment & Analysis results for Investment Strategies
AITi Tiedemann Global Explains Investment Formula; Says Private Markets Have More Headway
We talk to the international multi-family office's investment chief about its approach to capturing...
Bankers Fear "Bitcoin Treasuries" Are An Accident Waiting To Happen – Here's Why
Regardless of what the latest tech or investment enthusiasm is, a danger that goes back centuries...
Wealth Managers Use Derivatives, Hedge Funds To Manage Volatility
Continuing our look at ideas on asset allocation and the approaches wealth managers take, we...
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...