News, Comment & Analysis results for Investment Strategies
Wealth Managers Turn Negative On Dollar; Positive On Gold, US Equities
A new report by Amundi expects the US dollar’s depreciation to continue. While Schroders has
UBS, Swiss Private Bank Positive On US, Emerging Market Equities, Driven By Tech
Together with UBS Global Wealth Management, Swiss private bank Bank J Safra Sarasin shares its
Wealth Managers' Verdicts As Major Central Banks Keep Rates Steady
It's been a busy week for the world's main central banks. The US Federal Reserve, the European
Wealth Managers Stay Positive On Gold, Despite Volatility
Although the gold price is down from its pre-US/Iran-war levels, Lombard Odier, together with other
Managing Investor Reactions In Down Markets: A Framework For Tough Conversations
In down[ward] markets, communication becomes part of the investment process. Managers who handle
Nuveen Favors US Equities In 2026; Positive On Renewables
This week, investment managers have published outlooks for 2026, highlighting a neutral stance on
Middle East Conflict: Wealth Managers Favor Gold, Diversification
After the two-week ceasefire between the US and Iran caused oil prices to slide, wealth managers
“Accelerating” AI, Private Credit, Secondaries And Direct Investments – FWR Forum
Our US correspondent attended the FWR Family Office Forum in Manhattan to hear views from industry
US Two-Week Ceasefire With Iran – Wealth Managers' Verdicts
Crude oil prices slumped and equities rallied on the ceasefire announcement – but worries remain.
Gold Prices Buck Standard Safe Haven Flow
OCBC said this week that its investors have moved decisively into the market. A number of wealth
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