News, Comment & Analysis results for Investment Strategies
Nomura AM Optimistic About Japanese Equities
There appears - at least based on the views of firms in this article - a sense of continued...
Investment Trust's Purchase Of Unloved China Equities Pays Off
We talk to a manager of a London-listed investment trust that concentrates on Asia ex-Japan...
There's More Strong Emerging Market Growth To Come – Franklin Templeton
Since the start of the year, emerging markets have outperformed developed ones as far as equities...
GIB AM Optimistic About Emerging Markets
London-headquartered GIB Asset Management’s emerging markets active engagement team share their...
Despite Geopolitical Worries, Largest Family Offices Are Still “Risk-On” Investors: Goldman Sachs
Assessing their asset allocation in the autumn is often important for investors as they look ahead...
EXCLUSIVE: BNP Paribas Wealth Management Highlights Case For Gold, Commodities
In a background of growing global uncertainty, this news service visited Paris to meet Edmund Shing...
US Investors Warm To Chinese Equities – Morgan Stanley
In a note from its conversations with major investment firms on both sides of the country, the US...
EXCLUSIVE: Wealth Managers Boost Emerging Market Equities Exposure
As wealth managers increase their exposure to emerging markets, which appear to benefit from the...
How Reshoring Policy Could Create US Small-Cap Opportunity
While different forces, including protectionist trade policy, can reverse an offshoring trend, it...
Tariffs Prompt BNP Paribas To Favour Domestically-Focused Asian Stocks
When export revenues are hit by tariffs, it's understandable that investors focus on firms that...
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...