News, Comment & Analysis results for Investment Strategies
Julius Baer, SumiTrust Optimistic On Japanese Equities Despite Tariff Turmoil
Together with Julius Baer, Kazunaga Saso at SuMiTRUST, the Japanese investment house with $609...
Financial Advisors Lean Into Private Markets Despite Challenges
The Adams Street Partners 2025 Advisor Outlook highlights rising demand for access to private...
UBS Upgrades US Equities To "Attractive," Sees Chance Amidst Turmoil
After US President Donald Trump imposed tariffs on goods entering the US, and subsequently...
Eastspring Smiles On Japanese Small, Mid Caps Amidst Tariff Dramas
After US President Donald Trump announced tariffs of 24 per cent on Japanese exports to the US,...
The New Investment Landscape After US Tariff Hikes – UBS, Pictet, St James's Place
After US President Donald Trump hiked tariffs on US imports, sending shock waves across stock...
EXCLUSIVE: Japan’s Export-Focused Large Caps Face Tariff Trauma
After President Donald Trump imposed tariffs of 24 per cent on Japanese exports to the US, hitting...
Wealth Managers Rethink Strategy Amid Tariff-Induced Turmoil
US equities continued to be under pressure in the wake of the US administration's tariffs announced...
GIB AM Optimistic On China, India In 2025, Despite US Tariff Hikes
Together with other wealth managers, Kunal Desai, portfolio manager of the Emerging Markets Active...
Investors Shed Stocks, US Dollar After Tariffs – Reactions
President Trump's announcement on Wednesday of sweeping tariffs on a raft of countries around the...
Diversification Key; Opportunities In European, Asian Equities In 2025 – Saxo
Denmark-headquartered trading and investment house Saxo has just released its asset allocation...
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...
Lifting The Fog On ESG's Data Problem
Calls are growing for accurate high-quality ESG data that is assessed under a global standard....
Are Debt, Digital And Climate Transforming Central Banking, Broader Economy?
Climate change, aka global warming, affects the global economy and hence influences how central...
Recovery From COVID-19 - What Wealth Managers Say
We set out a range of commentaries from wealth and asset management groups about how the economic...
Japanese Equities Deserve Fresh Look
The Asia-focused asset management firm talks about the case for investors taking a new look at...