News, Comment & Analysis results for Investment Strategies
Focus On AI, Metals, Commodities Amidst Resource Crunch – Ninety One
After the Middle East conflict caused oil and fertiliser prices to surge, portfolio managers from...
ANALYSIS: Freight Rate Swings Put Maritime Investing In The Frame
Disruption to major shipping lanes has sent freight rates on a rollercoaster ride this year. A...
ANALYSIS: UK's Investment Trusts Need Consolidation, Higher Profile
This publication talks to a private investment house and wealth management group about the UK's...
Morgan Stanley IM Says US Bond Yields Aren’t Flashing Red For Equities
The investment arm of the US bank, holding about $2.05 trillion in AuM, said it favours the US and...
Mediolanum Stays Diversified, Shrugs Off Geopolitics
Investment managers at Mediolanum International Funds discussed their latest asset allocation and...
Merchants Trust Positive On UK
Faced with geopolitical uncertainty, rapidly evolving technology and an increasingly polarised...
Ireland's Drive To Take Investment Sector Up A Gear
At the Mediolanum International Funds event in Dublin last week, Robert Troy, the Irish Minister of...
Shareholder Pressure Makes Japan Inc More Rewarding – Zennor
A London-based manager with a Japan focus says European investors are well placed to push Japanese...
EXCLUSIVE: Comgest, Indosuez WM Constructive On Emerging Markets
This news service recently visited wealth managers in Paris to discuss their wealth and asset...
EXCLUSIVE: BNP Paribas WM Upbeat On Emerging Market Equities, US Tech
This news service visited Paris recently to meet a number of wealth and investment managers to...
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...
How Family Offices Should Address Private Markets When Valuations Are "Stretched"
Amidst all the enthusiasm for private markets and sectors such as AI is the undeniable point that...
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...
After Post-Tariff Market Rout, Let's Talk About Behavioural Finance
There are many conversation points stemming from the large market selloffs that occurred in the US...
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...