News, Comment & Analysis results for Investment Strategies
European Central Bank Cuts Rates – Wealth Managers React
The central bank has cut interest rates for the second time this year. ...
EXCLUSIVE: abrdn Optimistic About Asian Tech Stocks, Despite US Sell-Off
Yoojeong Oh, investment director at abrdn, an investment manager, shares her insights on the...
EXCLUSIVE: Franklin Templeton Optimistic About Fixed Income, Green Bonds
David Zahn, head of European fixed income at Franklin Templeton, believes that now is a good time...
China Stronger Valuation Opportunities Than India – Invesco
Fiona Yang and Ian Hargreaves, co-managers of the Invesco Asia Trust, share their insights into why...
Wealth Managers Positive On Emerging Markets
With expectations that the US Federal Reserve will make a series of interest rate cuts this year,...
UBS Positive On AI, Despite Nvidia-Driven Market Volatility
After markets responded to US tech giant Nvidia earnings amid potential volatility, Mark Haefele...
EXCLUSIVE: Orbis Positive On Japanese Market After Equity Rebound
After extreme market turbulence in August, Stefan Sommerville, the investment specialist for...
MIFL Sees Sustainable Investment Opportunities In 2024
European investment house Mediolanum International Funds Limited has just released its mid-year...
GAM Investments Positive On China’s Outlook, Despite Trade Tensions
Jian Shi Cortesi, investment director for Asian and Chinese equities at Zurich-headquartered asset...
UBS WM, Nomura Positive On Asia, After Jackson Hole Symposium
After a dovish speech by US Federal Reserve chair Jerome Powell at the Fed’s annual Jackson Hole...
Comment & Analysis results for Investment Strategies
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...
The March Of The Robots – The Investment View
Use of robots is set to continue, even accelerate, but they will create new industries and roles,...
How Barclays Private Bank Is Positioning Its Portfolios
We talk to the UK-based private bank to ask about its asset allocation stance, its expectations for...
Investors Should Lean In To India's Opportunities – Matthews Asia
India can provide investors with a high-growth allocation in their portfolios particularly at a...