Industry views Archives - Page 5 of 167

Lombard Odier increases weighting to hedge funds

The Swiss private bank also explained why it reduced its fixed income-income weighting in its latest investment strategy update.

Goldman Sachs chief US equity strategist David Kostin warned that every 5% increase in tariffs reduces S&P 500 earnings per share by 1-2%.

Investors digest the impact of Trump’s aborted 25% tariffs on allies Mexico and Canada as well as the 10% tariffs implemented on Chinese goods.

Stewart Investors portfolio manager Oliver Campbell explains why founder- or family-led companies tend to perform better in the long run.

JP Morgan Asset Management identified transportation, US real estate and secondaries as its areas of highest conviction.

Robocap founder and CIO Jonathan Cohen says more and more companies are exaggerating their artificial intelligence technology.

The Bank of Japan hiked interest rates to their highest level in 17 years on Friday, but investors reckon the outlook for equities is benign.

Lauren Hardy gauges the lie of the land across the investment universe as we embark on a new year.

The tailwinds that propelled the US in 2024 are receding, and tariffs add another unknown to the mix, writes Mark Preskett.

The high growth momentum will have a positive impact on corporate profits in the region.