News, Comment & Analysis results for Strategy
Don't Be So Gloomy About China's Economy – Matthews Asia
Andy Rothman, investment strategist at US-based Matthews Asia, discusses whether the consensus...
Recession Risk Less Likely In 2023 – Goldman Sachs
Investors have faced significant headwinds in the first half of 2023, including rising rates,...
Letter From Hong Kong – Seeking "Blessings In Disguise"
We carry a new commentary from a senior figure in Hong Kong's wealth management industry, Nick...
Focus On Investment Opportunities In Japan, UK – Orbis Investments
Alec Cutler, portfolio manager of the Orbis Global Balanced Strategy, discusses why the UK is an...
Franklin Templeton Smiles On Fixed Income In 2023
California-based investment manager Franklin Templeton has released its mid-year 2023 global...
OCBC Refreshes Its Brand, Stresses "One Group" Strategy
While the brand gets a makeover, the Bank of Singapore name remains in place. OCBC has set out its...
OPINION OF THE WEEK: It's Getting Tough Out There – Margins Under Pressure
I take to my weekly pulpit to delve into the data recently provided by one of a cluster of annual...
BlackRock Favours Emerging Market Equities In 2023
This week, BlackRock Investment Institute has released its 2023 Midyear Outlook, which looks at the...
Chinese Equities Scope To Perform In 2023 – HSBC AM
HSBC Asset Management released its global mid-year outlook for 2023 this week, assessing the...
Flexibility Key In Multi-Asset Strategy In 2023 – Allianz
Allianz Global Investors has published its “Mid-year Outlook 2023: Entry points.” It discusses...