News, Comment & Analysis results for Investment Strategies
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...
Wealth Managers React As French PM Loses Confidence Vote
After France’s Prime Minister François Bayrou lost a confidence vote on 8 September, leaving...
EXCLUSIVE: Wealth Managers Boost Emerging Market Equities Exposure
As wealth managers increase their exposure to emerging markets, which appear to benefit from the...
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...
UK Gilt Yields Rise – What Wealth Managers Are Saying
The rise in long-term UK government bonds will, without corrective action, push up borrowing costs...
Wealth Managers Cautious As US Tariffs Hit India
After US President Donald Trump's higher-than-expected 50 per cent tariffs kicked in...
Wealth Managers React To New French Political Drama
In a bid to legitimise his deficit reduction and tax hike plans for the 2026 budget, French Prime...
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...
Stonehage Fleming Leans Into Tech, Healthcare
A desire for delivering above-average organic growth, and firms that have a strong culture and...
Managing Autocracy Risk Is Big Wealth Protector
A quick perusal of news headlines underscores why the risk of holding firms exposed to...
Value And Growth – Japan’s Promise And Performance
This news service recently talked to a UK-based investment house that concentrates on Japanese...
Emerging Markets In 2023: Short-Term Pain Before Long-Term Gains
LGT Wealth Management joins the chorus of firms talking about investment issues and challenges at...
Cash-Rich Firms Can Tap M&A Opportunities As Rates Rise
Companies with plenty of cash stand to benefit from the M&A opportunities that can be thrown up in...
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...
Steering A Careful Course Around Credit Amid Volatile Times
We talk about rising rates, hot inflation, Russia and much else with a senior figure at an asset...