News, Comment & Analysis results for Investment Strategies

Investment Strategies
18 June 2025

Amundi Smiles On European, Emerging Market Bonds In 2025

Together with German asset manager DWS, yesterday French asset manager Amundi outlined its mid-year...

Investment Strategies
17 June 2025

Tikehau Capital Rides European Military Spending Wave

An increasing number of banks and investment houses are pushing into the expanding defence sector...

Investment Strategies
17 June 2025

Carmignac Favours European, Emerging Market Equities

French asset manager Carmignac shares its insights on the economic outlook for the second half of...

Investment Strategies
16 June 2025

Geopolitical Conflict Intensifies: Investment, Economic Impacts

Here are thoughts from a number of wealth management houses on the conflict in the Middle East and...

Investment Strategies
16 June 2025

Exclusive: Spotlight On Emerging Markets Utilities, Infrastructure

Amidst the tariff turmoil, co-portfolio managers of the Utilico Emerging Markets Trust, a UK-listed...

Investment Strategies
13 June 2025

Brown Shipley Cuts US Equity, Focuses On Diversification

The UK private bank is focusing on different forms of diversification to handle the uncertainties...

Investment Strategies
13 June 2025

European Banks Tap Into Rising Defence Spending Trend

Jolted by worries that the US will scale back its commitments, European countries are – or say...

Investment Strategies
10 June 2025

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...

Investment Strategies
9 June 2025

Hold Fewer Equities, Add to Bonds – Pictet

Geneva-headquartered Pictet Asset Management held a roundtable in London this week, discussing its...

Investment Strategies
4 June 2025

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