News, Comment & Analysis results for Investment Strategies
OPINION OF THE WEEK: Rates Aren't Dropping To Pre-Pandemic Levels – And That's Good
For a whole range of reasons, going back to the rate levels that existed before the Covid calamity...
UK Wealth House Stays Mildly Bullish On Equities
Daniele Antonucci, chief investment officer at Quintet Private Bank, parent of Brown...
Wealth Managers React To Rising EU-China Trade Tensions
After the European Commission decided last week to bump up tariffs on electric vehicle imports from...
French Election Investment Impact – View From UBS, EFG, Edmond De Rothschild
Mark Haefele, chief investment officer at UBS Global Wealth Management, together with EFG AM and...
Van Lanschot Kempen Upgrades EU Equity Allocation, At Expense Of US IG Credit
Joost van Leenders, senior investment strategist at Dutch wealth manager Van Lanschot Kempen,...
HSBC, Invesco Optimistic About Asian Investment Opportunities
HSBC and Invesco's investment managers discuss the macroeconomic outlook in the second half of...
ECB Cuts Interest Rates – Wealth Managers’ Reactions
The ECB cut rates yesterday, and the number of central banks starting to trim rates – after more...
Investment Managers React To India’s Election Result Surprise
With the Indian Prime Minister Narendra Modi set to retain power after the general election –...
Japan's Equities Have Been Hot, But The Story's Not Over Yet
While a consensus that a country's stock market has more room to rise can give investors cause for...
Hawksmoor Positive On Undervalued UK, Japanese Markets In 2024
Ben Conway, chief investment officer and head of fund management at Hawksmoor Investment...
Comment & Analysis results for Investment Strategies
High Cash Holdings Create Their Own Risks, Challenges
Until very recently, high net worth individuals have maintained large allocations to cash but such...
The Growing Attractions of Inflation Insurance
As central banks have boosted the money supply to avoid depression, the risk is that the process...
HNW Investors Can Spread Risks, Earn Returns By Becoming Angelic
Angel investing is a way for HNW investors to earn returns by filling a funding gap for small...
No Free Lunches As Investors Seek Income
With interest rates so low, the hunt for an income becomes more urgent but there are no free...
US High-Quality Cyclical Stocks Present Excellent Opportunities - Fidelity
The financial crisis began in the US and many people believe in the “first in; first out” view...
Turmoil Highlights Perils Of Not Checking For Risks
Assessing investment risk should be bread and butter to investment professionals but as recent...
European Cash Holdings Hit Record High - Merrill Survey
While investors are more becoming more hopeful that growth and inflation will improve, this...
Are Conditions Right For Corporate Bonds?
As the financial crisis has matured, so too has the coverage and commentary related to it. After so...
Sustainable Investments Come of Age
European HNWs are applying an equivalent of a realpolitik attitude to their sustainable development...