Insights

投資戦略

資産を長期的に築き、守り、育てていくためには、体系的かつ規律あるアプローチが欠かせません。投資戦略とは、資産をどのように配分・運用し、定期的に見直すかを定めるものです。その内容は、個人の目標、投資期間、リスク許容度に応じて決まります。Insightsの「投資戦略」セクションでは、資産運用と戦略的な資産計画に関する背景解説、分析、専門的な見解をお届けします。

Investment strategies

What our ageing population means for investors

Longer lives and lower birth rates are changing demand for everything from health care to housing. Meeting the needs of an ageing population is a key challenge for businesses.
Investment strategies

Sport and Fitness: Workout meets growth

Sport and fitness are on trend - and the market reflects this growing enthusiasm. Fitness studios and classes, sports equipment and apparel, as well as digital gadgets such as wearables and hybrid athleisure accessories for the gym, everyday life and leisure, represent a powerful growth market...
Investment strategies

Breaking down central bank jargon

Few institutions shape investment returns as much as central banks, yet their language can be baffling. Policymakers are described as "hawks" or "doves", and monetary policy as "tightening" or "easing". But what do these terms actually mean - and why should investors care?
Investment strategies

Why the bond market is so important

As government bond yields reach 20-year highs and the US Treasury steps up intervention, bonds are no longer a backroom Wall Street story. They are silently impacting the cost of your mortgage, the value of your pension savings, your company's investment plans, and even politics.
Investment strategies

Who will fund the AI investment boom?

The race to build the next generation of artificial intelligence (AI) is increasingly becoming a race for capital. As investment accelerates, the question is who will finance it - and at what price.
Agoes Rudianto/NurPhoto/GeBy Images
Investment strategies

A guide to currencies and why they matter to investors

From exchange rates to currency risk and hedging: understanding how currencies work can help investors navigate international markets.
Investment strategies

Agriculture in transition

Climate change and extreme weather events are putting pressure on global food production, while the global population is growing. Meanwhile, the temperature increase and soil depletion are reducing crop yields. The good news is that companies in the agriculture sector are innovating to address...
Investment strategies

Antibiotics: quiet stars in the shadow of blockbusters

Bacterial infections, and particularly the increasing spread of antibiotic resistance, are among the greatest health threats of our time. Despite this, antibiotics have a relatively small share of the global pharmaceutical market. But could this be about to change?
Investment strategies

Beyond the logo: Luxury's quiet shift from having to belonging

Luxury is quietly redrawing its own definition. For the wealthy consumers, status no longer hangs in a wardrobe or sits in a garage - it is lived, felt and increasingly impossible to replicate.

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