News, Comment & Analysis results for Investment Strategies
Amundi Smiles On European, Emerging Market Bonds In 2025
Together with German asset manager DWS, yesterday French asset manager Amundi outlined its mid-year...
Tikehau Capital Rides European Military Spending Wave
An increasing number of banks and investment houses are pushing into the expanding defence sector...
Carmignac Favours European, Emerging Market Equities
French asset manager Carmignac shares its insights on the economic outlook for the second half of...
Geopolitical Conflict Intensifies: Investment, Economic Impacts
Here are thoughts from a number of wealth management houses on the conflict in the Middle East and...
Exclusive: Spotlight On Emerging Markets Utilities, Infrastructure
Amidst the tariff turmoil, co-portfolio managers of the Utilico Emerging Markets Trust, a UK-listed...
Brown Shipley Cuts US Equity, Focuses On Diversification
The UK private bank is focusing on different forms of diversification to handle the uncertainties...
European Banks Tap Into Rising Defence Spending Trend
Jolted by worries that the US will scale back its commitments, European countries are – or say...
Investors Put Chips Back On The Table; Worries Linger – State Street
Equity exposure and sentiment has gyrated since the November elections. Recent measures of worry...
Hold Fewer Equities, Add to Bonds – Pictet
Geneva-headquartered Pictet Asset Management held a roundtable in London this week, discussing its...
Orbis Smiles On UK, Japan, Emerging Market Equities
Alec Cutler, portfolio manager of the Orbis Global Balanced Strategy, shares his insights on why he...
Comment & Analysis results for Investment Strategies
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