News, Comment & Analysis results for Investment Strategies
Blend Of High-Growth Tech, Defensives Makes Sense For 2026 – Wealth Managers
A common theme appears to be a need for diversification across sectors. ...
Diversify, Lean Into AI "Thoughtfully," And Underweight The Dollar – Cambridge Associates
The organisation is among a raft of institutions setting out asset allocation views for 2026. It...
ABN AMRO IS Prefers US, Emerging Market Equities Over Europe
ABN AMRO Investment Solutions’ shared its macro outlook for 2026 at a London media event this...
HSBC AM Likes Alternatives To Spread Risks Into 2026
HSBC Asset Management, the investment management arm of the HSBC Group, has released its 2026...
Quantum Computing, Taylor Swift And US Elections: Saxo's 2026 "Outrageous Predictions"
As a new year comes over the horizon, the European group throws out bold claims about what might...
Lombard Odier Positive On Emerging Markets, Gold In 2026
Swiss private bank Lombard Odier has released its Outlook 2026 giving an overview of the bank’s...
Is There A Bubble In The Stock Market Or Not?
Are there risks around the massive amounts of money going into areas such as AI and the levels seen...
DWS Positive On Equities, AI For Year Ahead
Vincenzo Vedda, global chief investment officer at German asset manager DWS shares his global...
Private Credit For Private Wealth Portfolios
The author argues that in an environment of shifting inflation dynamics, true diversification...
Ninety One Positive On Emerging Markets In 2026
Anglo-South African asset manager Ninety One discusses tailwinds across emerging market equities,...
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...