News, Comment & Analysis results for Investment Strategies
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
EXCLUSIVE: BNY Fund Remains Underweight In US Equities, Likes Specific Foreign Markets
Jon Bell portfolio manager of BNY Investments Global Equity Income Fund discusses with this news
Wealth Managers Composed About US Equities Despite Sell-Off
As tech weakness, escalating trade risks, and renewed economic growth concerns prompted a US
UBS, Schroders Unpack Tariff Impact On Investment, Sectors
The likelihood of US tariffs – and possible retaliatory ones – is top of mind for asset
FOMO, Reversals Of Fortune And Real Assets' Opportunities
The authors explain what they see as the role of real assets in portfolios, likely returns, and how