News, Comment & Analysis results for Investment Strategies
Indosuez WM Reduces Emerging Market Exposures
While in the longer term the French firm is positive about the outlook for emerging markets, it has...
Middle East Conflict: Pictet AM Neutral On All Asset Classes, Except Chinese Equities
Luca Paolini at Geneva-headquartered Pictet Asset Management outlines why the uncertainty around...
Spotlight On Gold As Price Move Defies Safe-Haven Narrative
OCBC highlights that its investors have moved decisively into the market. A number of wealth...
Value Investors Should Cheer Higher Japan Rates – Here's Why
The case for value investing and for holding banks will rise if or when Japan has to raise rates to...
EXCLUSIVE: BNP Paribas WM Highlights Case For Emerging Markets, Renewables
Amidst rising geopolitical tensions, this news service visited Paris this month to meet Edmund...
Wealth Managers React As Trump Hits Pause Button On Military Action
After US stock and bond markets bounced, and oil prices fell on Monday when US President Donald...
Diversification From US Equities Continues – Natixis IM
In Paris last week, experts at Natixis Investment Managers Thought Leadership Summit, attended by...
EXCLUSIVE: Spotlight On Listed Infrastructure
Justin Lannen and Steven Kempler, portfolio managers of the Pacific Maple-Brown Abbott Global...
Middle East Conflict Causes Central Banks To Hold Rates
After central banks kept interest rates unchanged this week, wealth managers discuss the impact on...
JP Morgan Private Bank Highlights Singapore Equity Market Benefits
Weiheng Chen, global investment strategist at JP Morgan Private Bank, explores how the Singapore...
Comment & Analysis results for Investment Strategies
How Family Offices Should Address Private Markets When Valuations Are "Stretched"
Amidst all the enthusiasm for private markets and sectors such as AI is the undeniable point that...
Bankers Fear "Bitcoin Treasuries" Are An Accident Waiting To Happen – Here's Why
Regardless of what the latest tech or investment enthusiasm is, a danger that goes back centuries...
Wealth Managers Use Derivatives, Hedge Funds To Manage Volatility
Continuing our look at ideas on asset allocation and the approaches wealth managers take, we...
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...
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...