News, Comment & Analysis results for Investment Strategies
Former Irish Deputy PM Frowns On US Economic Strategy
A policy based on tariffs, dollar devaluation and an attempt to wrest trade control back into US...
Growth Opportunities In ETFs, Alternatives Highlighted – State Street Survey
US-based State Street Investment Management has published its 2025 EMEA Wealth Manager Survey,...
Guinness Global Investors Positive On Energy Transition, Asian Equities
As positivity towards Asia and emerging markets shows no signs of abating, and demand for...
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...
M&G Favours Government Bonds, Emerging Market Debt
As we enter the final stretch of 2025, London-headquartered asset manager M&G’s fixed income team...
UK Economic Woes Overdone And Mask Opportunities For Investors – Allianz GI
Managers of the London-listed investment trust, which has 52 holdings in firms ranging from...
Managers Optimistic On Emerging Market Utilities, Infrastructure
Managers of the Utilico Emerging Markets Trust, a UK-listed investment trust which marked its 20th...
Wealth Managers Use Derivatives, Hedge Funds To Manage Volatility
Continuing our look at ideas on asset allocation and the approaches wealth managers take, we...
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...
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...