News, Comment & Analysis results for Investment Strategies
Berenberg AM Outlines Four Big Trends Reshaping European Equities
From the resurgence of small caps and industrials to the undervaluation of healthcare, the...
How Pictet Navigates Policy, Market Turbulence
Taking a cautious view, the Swiss private bank has been increasing fixed income exposure, expecting...
Guinness Favours European Over US Equities
At a media event in London this month, Guinness Global Investors discussed why it believes that...
Amundi Smiles On European, Emerging Market Bonds In 2025
Together with German asset manager DWS, yesterday French asset manager Amundi outlined its mid-year...
Tikehau Capital Rides European Military Spending Wave
An increasing number of banks and investment houses are pushing into the expanding defence sector...
Carmignac Favours European, Emerging Market Equities
French asset manager Carmignac shares its insights on the economic outlook for the second half of...
Geopolitical Conflict Intensifies: Investment, Economic Impacts
Here are thoughts from a number of wealth management houses on the conflict in the Middle East and...
Exclusive: Spotlight On Emerging Markets Utilities, Infrastructure
Amidst the tariff turmoil, co-portfolio managers of the Utilico Emerging Markets Trust, a UK-listed...
Brown Shipley Cuts US Equity, Focuses On Diversification
The UK private bank is focusing on different forms of diversification to handle the uncertainties...
European Banks Tap Into Rising Defence Spending Trend
Jolted by worries that the US will scale back its commitments, European countries are – or say...
Comment & Analysis results for Investment Strategies
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...