News, Comment & Analysis results for Investment Strategies
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...
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...
Spotlight On Asia After US Tariff Hike – Cambridge Associates
After US President Donald Trump imposed significant tariffs on imports to the US, global investment...
PineBridge Tilts To Emerging Markets, Europe
After the US imposed sweeping tariffs on imports, causing volatility across asset classes, US asset...
Investment Managers Smile On Fixed Income, Amidst Tariff Turmoil
After US President Donald Trump imposed sweeping tariffs on imports to the US, causing extreme...
Julius Baer, SumiTrust Optimistic On Japanese Equities Despite Tariff Turmoil
Together with Julius Baer, Kazunaga Saso at SuMiTRUST, the Japanese investment house with $609...
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...
Financial Advisors Lean Into Private Markets Despite Challenges
The Adams Street Partners 2025 Advisor Outlook highlights rising demand for access to private...
UBS Upgrades US Equities To "Attractive," Sees Chance Amidst Turmoil
After US President Donald Trump imposed tariffs on goods entering the US, and subsequently...
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
2025 Private Credit Predictions: An Expert Perspective
A 26-year veteran of the alternative investments sphere – including private credit – explains...
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...
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...
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...