News, Comment & Analysis results for Investment Strategies
EXCLUSIVE: SuMi Trust Upbeat About Japan’s Semiconductor Industry
After the recent August market shock, Katsunori Ogawa, chief portfolio manager of SuMi TRUST’s...
UK Investment Trust Outlines Top Stock Picks
As investors face volatile markets and a year of elections, Julian Bishop, co-lead portfolio...
EXCLUSIVE: Invesco Smiles On South Korea, Indonesia
Fiona Yang, co-manager of the Invesco Asia Trust, shares her insights into why she has an...
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...
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...
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,...
Comment & Analysis results for Investment Strategies
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...
Credit's Overlooked Hedge Against Inflation Risk
The writer of this articles says investors should consider leveraged loans as a tool to manage...
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...
The Rise Of Digital Health And Genomics In Europe
Terms such as genomics, telemedicine and healthtech are increasingly parts of the investment...
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...
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...
Are Debt, Digital And Climate Transforming Central Banking, Broader Economy?
Climate change, aka global warming, affects the global economy and hence influences how central...
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...
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...
Japanese Equities Deserve Fresh Look
The Asia-focused asset management firm talks about the case for investors taking a new look at...