News, Comment & Analysis results for Investment Strategies

Investment Strategies
11 October 2024

Asset Allocation Becomes More Active As Alternatives Stake Claim

Traditional ways of putting a portfolio together have been questioned for some time. The rise of...

Investment Strategies
8 October 2024

Long-Term Investment Easy To Praise, Hard To Do In Practice – UK Asset Manager

Against a backdrop of volatile markets and geopolitical tensions, James Anderson, managing partner...

Investment Strategies
4 October 2024

Sustainable Growth Advisers Outlines Top Stock Pick

As investors face volatile markets and geopolitical tensions, Alexandra Lee at US-based Sustainable...

Investment Strategies
3 October 2024

EXCLUSIVE: Japan’s Outlook More Nuanced – Quaero Capital

As Japanese firms continue to consolidate, Rupert Kimber, a partner of Geneva-based specialist fund...

Investment Strategies
1 October 2024

As Japan Pushes For Higher Shareholder Returns, Rest Of Asia Follows – Cambridge Associates

The report from the investment firm sets out prospects and trends for public and private markets in...

Investment Strategies
30 September 2024

Wealth Managers React To Japan’s New Prime Minister

After he was announced as prime minister, Shigeru Ishiba pledged to devote himself to regain trust,...

Investment Strategies
26 September 2024

Northern Trust AM Likes Risk Assets; Sees Opportunities With "Money In Motion"

This publication caught up with the Chicago-headquartered financial services group for its views...

Investment Strategies
26 September 2024

Stronger Stimulus Measures Crucial To Boost China’s Economy – Wealth Managers

After Chinese stock markets rebounded after the launch of a stimulus package from Beijing, designed...

Investment Strategies
26 September 2024

EXCLUSIVE: SuMi Trust Upbeat About Japan’s Semiconductor Industry

After the recent August market shock, Katsunori Ogawa, chief portfolio manager of SuMi TRUST’s...

Investment Strategies
25 September 2024

UK Investment Trust Outlines Top Stock Picks

As investors face volatile markets and a year of elections, Julian Bishop, co-lead portfolio...

Comment & Analysis results for Investment Strategies

Investment Strategies
1 August 2024

Stonehage Fleming Leans Into Tech, Healthcare

A desire for delivering above-average organic growth, and firms that have a strong culture and...

Investment Strategies
5 March 2024

Managing Autocracy Risk Is Big Wealth Protector

A quick perusal of news headlines underscores why the risk of holding firms exposed to...

Investment Strategies
22 August 2023

Value And Growth – Japan’s Promise And Performance

This news service recently talked to a UK-based investment house that concentrates on Japanese...

Investment Strategies
10 January 2023

Emerging Markets In 2023: Short-Term Pain Before Long-Term Gains

LGT Wealth Management joins the chorus of firms talking about investment issues and challenges at...

Investment Strategies
9 November 2022

Cash-Rich Firms Can Tap M&A Opportunities As Rates Rise

Companies with plenty of cash stand to benefit from the M&A opportunities that can be thrown up in...

Investment Strategies
12 July 2022

Seeking A Sustained Asia Rebound Amid Rising Risks

PineBridge Investments asks what sort of market rebound in Asia is likely at a time of economic and...

Investment Strategies
20 April 2022

Steering A Careful Course Around Credit Amid Volatile Times

We talk about rising rates, hot inflation, Russia and much else with a senior figure at an asset...

Investment Strategies
24 March 2022

The March Of The Robots – The Investment View

Use of robots is set to continue, even accelerate, but they will create new industries and roles,...

Investment Strategies
2 February 2022

How Barclays Private Bank Is Positioning Its Portfolios

We talk to the UK-based private bank to ask about its asset allocation stance, its expectations for...

Investment Strategies
19 January 2022

Investors Should Lean In To India's Opportunities – Matthews Asia

India can provide investors with a high-growth allocation in their portfolios particularly at a...