News, Comment & Analysis results for Investment Strategies

Investment Strategies
13 May 2025

As EU Potentially Loosens Wallets, Time For European Equities To Shine – Chelverton

The manager of a fund at Chelverton Asset Management explained why smaller European companies, and...

Investment Strategies
12 May 2025

RBC Wealth Management Positive On China-EU Relations, Amidst Tariff Turmoil

The relationship between the US and Europe is changing, with consequences for the euro area and its...

Investment Strategies
9 May 2025

Spotlight On Asia After US Tariff Hike – Cambridge Associates

After US President Donald Trump imposed significant tariffs on imports to the US, global investment...

Investment Strategies
8 May 2025

PineBridge Tilts To Emerging Markets, Europe

After the US imposed sweeping tariffs on imports, causing volatility across asset classes, US asset...

Investment Strategies
6 May 2025

Investment Managers Smile On Fixed Income, Amidst Tariff Turmoil

After US President Donald Trump imposed sweeping tariffs on imports to the US, causing extreme...

Investment Strategies
25 April 2025

Julius Baer, SumiTrust Optimistic On Japanese Equities Despite Tariff Turmoil

Together with Julius Baer, Kazunaga Saso at SuMiTRUST, the Japanese investment house with $609...

Investment Strategies
17 April 2025

After Post-Tariff Market Rout, Let's Talk About Behavioural Finance

There are many conversation points stemming from the large market selloffs that occurred in the US...

Investment Strategies
15 April 2025

Financial Advisors Lean Into Private Markets Despite Challenges

The Adams Street Partners 2025 Advisor Outlook highlights rising demand for access to private...

Investment Strategies
14 April 2025

UBS Upgrades US Equities To "Attractive," Sees Chance Amidst Turmoil

After US President Donald Trump imposed tariffs on goods entering the US, and subsequently...

Investment Strategies
14 April 2025

Eastspring Smiles On Japanese Small, Mid Caps Amidst Tariff Dramas

After US President Donald Trump announced tariffs of 24 per cent on Japanese exports to the US,...

Comment & Analysis results for Investment Strategies

Investment Strategies
19 December 2024

2025 Private Credit Predictions: An Expert Perspective

A 26-year veteran of the alternative investments sphere – including private credit – explains...

Investment Strategies
18 November 2024

US Equities, Dollar Delivers Ringing Endorsement Of Trump. What Now? – WELREX - Part 2

We publish the second part of this analysis which examines the implications of the US presidential...

Investment Strategies
14 November 2024

US Equities And Dollar Have Delivered Ringing Endorsement Of Trump. What Now? – WELREX - Part 1

The first in a two-part detailed analysis about what the financial markets could do in the next...

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...