News, Comment & Analysis results for Investment Strategies

Investment Strategies
26 March 2024

PIMCO: Bank Of Japan’s Policy Shift Ushers New Era For Investors

Tomoya Masanao, co-head of Asia-Pacific portfolio management, co-head of PIMCO Japan, discusses...

Investment Strategies
22 March 2024

US Fed, BoE Hold Fire On Rates; Switzerland Cuts – Wealth Managers' Reactions

This has been a busy week for central banks, with the Bank of England and Fed holding rates, while...

Investment Strategies
20 March 2024

After 17 Years, Bank Of Japan At Last Raises Rates – Reactions

For a decade and a half, the central bank has kept interest rates on hold, an extraordinary period...

Investment Strategies
27 February 2024

Evelyn Reshuffles Asset Allocation, Smiles On US Stocks, UK Government Bonds

The UK wealth management firm updates investors on how it has changed its investment stance. One...

Investment Strategies
4 January 2024

The Four "4s" That Bode Well For Japanese Equities – GMO Asset Management

As wealth and asset managers continue to set out their ideas on strategy and portfolio positioning...

Investment Strategies
5 December 2023

Pictet Positions For Sluggish Global Growth, Smiles On European Valuations

The Swiss firm explains its asset allocation ideas and economic assumptions for the following year....

Investment Strategies
10 November 2023

Focus On Gold As A Safe Haven

Investment managers share their insights on gold’s recent strong performance, and how it has...

Investment Strategies
8 November 2023

Japan: Can It Emerge From Decades-Long Deflation?

Inflation has returned to Japan and the approach of the central bank has sent the yen down to its...

Investment Strategies
6 October 2023

Brazilian Outlook Positive, China Nuanced – Lombard Odier

Swiss global wealth and asset manager Lombard Odier discusses the outlook for emerging markets,...

Investment Strategies
12 September 2023

Institutional Investors Raise Cash Holdings In August Amid Cautious Mood

The data, from actual transactions that investors engage in, suggests that economic and market...

Comment & Analysis results for Investment Strategies

Investment Strategies
22 August 2016

BOOK REVIEW: Signals, By Dr Pippa Malmgren

What sort of signals should we heed in navigating through the turbulence of the present age? A book...

Investment Strategies
9 August 2016

INTERVIEW: Changed Rule On UK Venture Capital Trusts Creates Opening For YFM

A firm specialising in the private equity and venture capital space is filling a gap it says has...

Investment Strategies
1 August 2016

GUEST ARTICLE: Yes, Impact Investing Really Can Generate Alpha - WHEB Asset Management

A practitioner in the field known as impact investing examines the evidence with a mass of data. ...

Investment Strategies
21 June 2016

EXCLUSIVE: There's Opportunity In All This Uncertainty - WealthBriefing Conference

There are a lot of reasons - the chance of Brexit, decelerating Chinese growth and the US...

Investment Strategies
30 March 2016

INTERVIEW: Eastspring Investments Sees Glimmers Of Light In Asia Fixed Income

The specialist Asian investment house describes how it has been positioning to handle market...

Investment Strategies
28 September 2015

INTERVIEW: New UK Fund Aims To Give Easier Route To VC Investors With Hunger For Hands-On Action

This publication recently interviewed one of the senior figures driving forward what he says is a...

Investment Strategies
16 July 2015

EXCLUSIVE INTERVIEW: Delivering On Africa's Investment Promise With Bellevue Asset Management

Africa's economic and investment potential has been alluring for many years but hasn't always lived...

Investment Strategies
15 July 2015

Don't Panic! Rothschild's Investment Chief Says Market Worries Must Be Balanced By Underlying Good News

A very human tendency to emphasise negative news and ignore positive developments can lead...

Investment Strategies
15 June 2015

EXCLUSIVE: Putting Personal Values Into Investing - Debates From The WealthBriefing London Summit

The recent WealthBriefing Summit in London held a discussion around what are sometimes called...

Investment Strategies
22 May 2015

INTERVIEW: Polen Capital Raises Stakes In Active Vs Passive Debate With High Concentration Fund

This publication recently interviewed the manager who believes that high-conviction investment and...