News, Comment & Analysis results for Investment Strategies
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...
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...
Sustainable Growth Advisers Outlines Top Stock Pick
As investors face volatile markets and geopolitical tensions, Alexandra Lee at US-based Sustainable...
EXCLUSIVE: Japan’s Outlook More Nuanced – Quaero Capital
As Japanese firms continue to consolidate, Rupert Kimber, a partner of Geneva-based specialist fund...
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...
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,...
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...
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...
EXCLUSIVE: SuMi Trust Upbeat About Japan’s Semiconductor Industry
After the recent August market shock, Katsunori Ogawa, chief portfolio manager of SuMi TRUST’s...
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
Stonehage Fleming Leans Into Tech, Healthcare
A desire for delivering above-average organic growth, and firms that have a strong culture and...
Managing Autocracy Risk Is Big Wealth Protector
A quick perusal of news headlines underscores why the risk of holding firms exposed to...
Value And Growth – Japan’s Promise And Performance
This news service recently talked to a UK-based investment house that concentrates on Japanese...
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...
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...
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...
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...
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,...
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...
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...