News, Comment & Analysis results for Investment Strategies

Investment Strategies
26 September 2024

EXCLUSIVE: SuMi Trust Upbeat About Japan’s Semiconductor Industry

After the recent August market shock, Katsunori Ogawa, chief portfolio manager of SuMi TRUST’s...

Investment Strategies
25 September 2024

UK Investment Trust Outlines Top Stock Picks

As investors face volatile markets and a year of elections, Julian Bishop, co-lead portfolio...

Investment Strategies
24 September 2024

EXCLUSIVE: Invesco Smiles On South Korea, Indonesia

Fiona Yang, co-manager of the Invesco Asia Trust, shares her insights into why she has an...

Investment Strategies
23 September 2024

Asian Markets Mostly Well Positioned After Fed Rate Cut, US Dollar Less Favoured – Wealth Managers

Wealth and asset managers continued to pick through the consequences of the US central bank's rate...

Investment Strategies
20 September 2024

US Fed Cuts Interest Rates By 50 Basis Points – Wealth Managers React

Wealth managers have for some months pondered the asset allocation implications of a cut to US...

Investment Strategies
13 September 2024

European Central Bank Cuts Rates – Wealth Managers React

The central bank has cut interest rates for the second time this year. ...

Investment Strategies
13 September 2024

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...

Investment Strategies
12 September 2024

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...

Investment Strategies
2 September 2024

China Stronger Valuation Opportunities Than India – Invesco

Fiona Yang and Ian Hargreaves, co-managers of the Invesco Asia Trust, share their insights into why...

Investment Strategies
2 September 2024

Wealth Managers Positive On Emerging Markets

With expectations that the US Federal Reserve will make a series of interest rate cuts this year,...

Comment & Analysis results for Investment Strategies

Investment Strategies
26 July 2021

Inflation Pressures Rise, But Not Great Cause For Concern - J Stern & Co

We talk to an investment firm set up to manage the wealth of a 200-year-old European family, and...

Investment Strategies
23 July 2021

Credit's Overlooked Hedge Against Inflation Risk

The writer of this articles says investors should consider leveraged loans as a tool to manage...

Investment Strategies
15 July 2021

Jump Aboard The "Cold Chain": Drug Development, Rapid Delivery

This article examines the channels for testing, holding and moving drugs that have to be stored at...

Investment Strategies
13 July 2021

The Rise Of Digital Health And Genomics In Europe

Terms such as genomics, telemedicine and healthtech are increasingly parts of the investment...

Investment Strategies
30 June 2021

Investment View: Concentrated In Hunt For Alpha - Blue Ocean

This news service spoke to a UK-based firm, Blue Ocean Investment Partners, which believes that...

Investment Strategies
24 May 2021

We Need To Talk About Inflation - Wealth Managers' Reactions

Whether it is a temporary rise or something more durable, recent data pointing to a sharp rise in...

Investment Strategies
17 May 2021

Are Debt, Digital And Climate Transforming Central Banking, Broader Economy?

Climate change, aka global warming, affects the global economy and hence influences how central...

Investment Strategies
14 April 2021

Recovery From COVID-19 - What Wealth Managers Say

We set out a range of commentaries from wealth and asset management groups about how the economic...

Investment Strategies
6 April 2021

Infrastructure's Yield Appeal Goes Down A Treat At Edmond De Rothschild

The venerable European wealth management and investment house has around 150 years of experience in...

Investment Strategies
22 January 2021

Japanese Equities Deserve Fresh Look

The Asia-focused asset management firm talks about the case for investors taking a new look at...