News, Comment & Analysis results for Investment Strategies

Investment Strategies
February 17, 2023

A Credit For All Seasons: In Conversation With Cresset Partners

We talk to a US wealth management firm that recently launched an "all-weather" credit fund - a

Investment Strategies
January 20, 2023

Chinese Consumers Eager To Purchase Luxury Goods – KPMG Report

Over 70 per cent of Chinese consumers plan to head overseas once the country’s quarantine policy

Investment Strategies
January 11, 2023

Allspring Favors Emerging Market Equities Toward End Of 2023

After a tough year in 2022, Allspring Global Investments, a US-based asset manager, discusses its

Investment Strategies
January 3, 2023

There's Still SPAC Money To Be Made After Market Cools

We talked to the US investment firm RiverNorth about how it plays the market for special purpose

Investment Strategies
December 15, 2022

US Fed Raises Rates Again, Signals Further Rises – Wealth Managers' Reactions

With inflation remaining elevated – but perhaps with some indications of a peak – the US

Investment Strategies
December 8, 2022

Tax Haven And Meat Bans, Surging Gold And Energy Project – 10 "Outrageous Predictions" 

A familiar end-of-year event is when the Danish wealth management and trading platform sets out

Investment Strategies
November 21, 2022

UBS Outlines Investment Opportunities For 2023

Faced with high inflation, rising interest rates and falling growth, the chief investment office at

Investment Strategies
November 14, 2022

Tech Stocks Rallied Last Week But Remain Pressured – Citigroup

The US banking group takes a look at the tech sector, particularly the larger names that have seen

Investment Strategies
November 9, 2022

Political Shifts In Congress As Votes Come In – Reactions

As FWR goes to press, most of the results of the midterm elections are in, pointing to Republicans

Investment Strategies
November 4, 2022

US Investment Titan Gets Cold Feet Over China – Report

A long-running investor into China has taking time out to reassess what's going on in the country

Comment & Analysis results for Investment Strategies

Investment Strategies
April 8, 2019

Plotting Qualified Opportunity Zone Opportunities, Risks With Abbot Downing

This publication recently interviewed the wealth management group about the US program's tax

Investment Strategies
March 5, 2019

Smart Investing, Not Just Tax Should Drive Qualified Opportunity Zones - CAIS

This publication spoke recently to the alternative investments platform about these new Zones and

Investment Strategies
October 4, 2018

EDITORIAL COMMENT: Why Wealth Managers Must Get Serious Over Political Risk

Global political risk looms ever larger as a factor for wealth managers to track, even if they'd

Investment Strategies
September 17, 2018

GUEST ARTICLE: Building Bridges In Thinking About Impact Investing - Part 10

In a series of articles, a prominent US figure in the impact investing space explores how to pull

Investment Strategies
May 29, 2018

Insurance-Based Wealth Structures - What Advisors, Clients Should Know

Private placement life insurance has been known as a wealth tool for some time, but don't forget

Investment Strategies
May 2, 2018

GUEST ARTICLE: Building Bridges In Thinking About Impact Investing - Part 8

In a series of articles, a prominent US figure in the impact investing space explores how to pull

Investment Strategies
April 20, 2018

What Do US Tax Cuts Mean for Global Investors?

The author of this item asks to what extent have the tax cuts enacted late in 2017 been reflected

Investment Strategies
April 5, 2018

Family Offices Are Hot For Start-Up Investments - Report

A recent report, drawing on data about family offices' direct stakes in start-ups, suggests these

Investment Strategies
March 26, 2018

Muni Bonds And Tax Breaks - Old, New Forces In Impact Investing

As the buzz around impact investing continues it is worth considering how very traditional US

Investment Strategies
March 16, 2018

GUEST ARTICLE: Building Bridges In Thinking About Impact Investing - Part 7

In a series of articles, a prominent US figure in the impact investing space explores how to pull