News, Comment & Analysis results for Investment Strategies
Wealth Managers Stay Upbeat On Gold Despite Volatility
Although the gold price is down from its pre-US/Iran-war levels, Lombard Odier, together with other...
Spotlight On UK Gilts; Fidelity Launches New Fund
Although near-term developments have negatively impacted the UK gilt market, a number of wealth...
Sorbus Partners Highlights Second China Shock
With the International Monetary Fund expecting Chinese export volumes to rise by around 30 per cent...
Nuveen Neutral On Equities In 2026; Positive On Renewables
Investment managers published outlooks for 2026 this week, highlighting a neutral stance on...
Middle East Conflict: Wealth Managers Upbeat On Gold, Diversification
After the two-week ceasefire between the US and Iran caused oil prices to slide, wealth managers...
Indosuez WM Reduces Emerging Market Exposures
While in the longer term the French firm is positive about the outlook for emerging markets, it has...
Middle East Conflict: Pictet AM Neutral On All Asset Classes, Except Chinese Equities
Luca Paolini at Geneva-headquartered Pictet Asset Management outlines why the uncertainty around...
Spotlight On Gold As Price Move Defies Safe-Haven Narrative
OCBC highlights that its investors have moved decisively into the market. A number of wealth...
Value Investors Should Cheer Higher Japan Rates – Here's Why
The case for value investing and for holding banks will rise if or when Japan has to raise rates to...
EXCLUSIVE: BNP Paribas WM Highlights Case For Emerging Markets, Renewables
Amidst rising geopolitical tensions, this news service visited Paris this month to meet Edmund...
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...