News, Comment & Analysis results for Investment Strategies

Investment Strategies
April 22, 2025

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

Investment Strategies
April 15, 2025

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

Investment Strategies
April 10, 2025

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

Investment Strategies
April 4, 2025

Wealth Managers Recast Strategy Amid Tariff-Induced Turmoil

US equities continued to be under pressure in the wake of the US administration's tariffs,

Investment Strategies
April 3, 2025

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

Investment Strategies
April 2, 2025

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,

Investment Strategies
April 1, 2025

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

Investment Strategies
March 28, 2025

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

Investment Strategies
March 19, 2025

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

Investment Strategies
March 18, 2025

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

Investment Strategies
March 28, 2025

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

Investment Strategies
February 4, 2025

Private Aviation Investment Taps Rising Wealth Trend

Rising wealth, discontent with the irritations of routine commercial flights, and the desire to

Investment Strategies
November 18, 2024

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

Investment Strategies
November 14, 2024

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

Investment Strategies
December 11, 2023

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

Investment Strategies
August 3, 2023

Welcome To The Multi-Stage Life

What are the investment and wealth management implications of a longer lifespan and what has been

Investment Strategies
April 24, 2023

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.

Investment Strategies
May 26, 2022

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

Investment Strategies
May 3, 2022

Behavioral Finance’s Next Step To Going Mainstream

The investment approach shaped by ideas about behavior and how humans actually conduct themselves

Investment Strategies
April 29, 2022

Investing Amid Stagflation: US Wealth Managers' Perspectives

US wealth managers have a lot to absorb with geopolitical worries, inflation, a shrinking economy