News, Comment & Analysis results for Investment Strategies
Setting The Scales On AI: Rebalancing Risk, Staying Open To Opportunities
Given that "Big Techs" have often fed into, and benefited from, the excitement generated by AI, the
UBS GWM Upgrades US Equities To Attractive Amidst Tariff Turmoil
After US President Donald Trump imposed sweeping tariffs on goods entering the US, and subsequently
Wealth Managers Assess New Investment Landscape After US Tariff Hikes
After US President Donald Trump hiked tariffs on US imports, sending shock waves across stock
Wealth Managers Recast Strategy Amid Tariff-Induced Turmoil
US equities continued to be under pressure in the wake of the US administration's tariffs,
Tariff Move Prompts Investors To Shed Risk; Equities, Dollar Fall – Reactions
President Trump's announcement yesterday of sweeping tariffs on a raft of countries around the
Equity Focus Moving Away From US Toward Europe, Asia Over Next Decade – Amundi
European asset manager Amundi has just released its 2025 Capital Market Assumptions (CMA) report,
Options in 2025: A Tactical Approach To An Uncertain Market
The author argues that in the current environment, adopting a tactical, short-term approach to
Avoiding Trap Of Portfolio Concentration Risk – In Conversation With Cache
The risk of having all one's "eggs in one basket" when it comes to stocks and other investments is
Switch From US To European, Chinese Equities To Continue – Amundi
Amundi, a European asset manager, has just shared its insights on the current US policy
Infrastructure's Momentum Still Strong In Volatile World – BCG
Infrastructure continues to loom large for wealth managers as geopolitics and business imperatives
Comment & Analysis results for Investment Strategies
Avoiding Trap Of Portfolio Concentration Risk – In Conversation With Cache
The risk of having all one's "eggs in one basket" when it comes to stocks and other investments is
Private Aviation Investment Taps Rising Wealth Trend
Rising wealth, discontent with the irritations of routine commercial flights, and the desire to
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
Wealthy Global Families Keep Smiling On US Stocks – Bernstein Private Wealth
We talk to the US wealth management firm about what sort of positioning it is seeing from its
Welcome To The Multi-Stage Life
What are the investment and wealth management implications of a longer lifespan and what has been
Hidden Cash In Portfolio Hampers Returns: What Clients Are Doing – Part 2
"Hidden cash" can be a problem – for example money market funds held inside investment accounts.
ESG Investment And Arms – How Ukraine Changes The Conversation
ESG investors might once have assumed that weapons were off-limits, and divested from stocks of
Behavioral Finance’s Next Step To Going Mainstream
The investment approach shaped by ideas about behavior and how humans actually conduct themselves
Investing Amid Stagflation: US Wealth Managers' Perspectives
US wealth managers have a lot to absorb with geopolitical worries, inflation, a shrinking economy