04/21/2022
The real cost of funding
In the latest instalment of Simply Put, we explore the difference between macro and market real rates, and consider why market real rates are more influential for equities during periods of high inflation.
Comment & Analysis
04/21/2022
Wealth Management Divisions To Big Banks: ‘You’re Welcome’
The Federal Reserve has plans to raise interest rates and to quit buying mortgage-backed and Treasury bonds, and that could spell the end of what analyst Dick Bove calls “nirvana” for the units.
04/21/2022
How lifestyle management can help CEOs live bigger and better
Find out how Quintessentially, the world’s leading luxury concierge service, pioneered the concept of lifestyle management.
04/21/2022
Schroders Greencoat comments on the UK's Energy Security Strategy
Most gas in the UK is used for space heating or industrial processes, with relatively little used for making electricity.
04/21/2022
VP Bank Asia CEO: «Enter Conversations That Never Included Bankers Before»
The biggest risk for private banks in all of this is to be left behind and maybe even fade away into obscurity.
04/20/2022
Headwinds for China, but also policy support
The Chief Investment Office (CIO) believes that mobility curbs, transportation bottlenecks, and a continuation of current strict COVID-19 policy pose near-term risks to growth, and have downgraded the 2022 GDP growth forecasts for China as a result. Howev
04/20/2022
Global Banks Sound the Alarm on China Growth Worries
UBS downgraded its GDP forecast for China from 5 percent to 4.2 percent, according to a note by the investment banking research unit.
04/20/2022
How the war in Ukraine is reverberating in Asia
As with the rest of the world, the current war will have an impact on Asia’s economy.
04/20/2022
Russia’s war on Ukraine is shifting the investment landscape
Philip Saunders, Co-Head of Multi-Asset Growth discusses the dramatic policy shift towards defence and energy spending in Europe, and explains why the conflict may mark a turning point in the world’s reliance on the US currency.
04/20/2022
UK Domiciled vs NonDom status – a guide to rules and tax implications
It therefore seems timely, as part of our fortnightly Private Wealth Planning series, for Frederick Bjorn to answer your questions on the topic.
04/20/2022
Inclusive Investing: Empower your investment choices
Investing with a focus on inclusion can help you advance your goals: from the financial to what matters most to you.
04/20/2022
The case for real estate amid rising rates and inflation
Slowly shifting investor appetite will nevertheless leave select real estate markets, especially in European rented commercial and logistic property, as a partial hedge against inflation.
04/20/2022
Pictet AM's Barton forecasts growth in EM green bond issuance in 2022
'Big uptake' in social bonds
04/20/2022
Why Guernsey and Jersey Offer a Valuable Alternative to Luxembourg For Private Funds
In the growing area of private funds – funds open only to qualified, sophisticated investors with a lighter-touch regulatory model – the Channel Islands of Guernsey and Jersey are providing a valuable alternative.
04/20/2022
Taylor Rules!
Remember also that inflation is not just a demand phenomenon.
04/19/2022
System Failure, And A Means Of Escape
“Things are going to get a lot worse before they get worse.” - Lily Tomlin.
04/19/2022
The economic ‘nuclear bomb’ and global reserve assets
Global reserve currencies tend to adjust up or down slowly over time, but geopolitical shocks like Russia's invasion of Ukraine can speed things up. What impacts can we expect?
04/19/2022
How these nine private bank CIOs are positioned for inflation
Investment chiefs of Europe’s biggest private banks are not expecting stagflation to take hold but are braced for tougher times ahead in European markets.
04/19/2022
Are you ready for the new beneficiaries of wealth?
It was an important client and Alan worked overtime to get everything in order for the client’s loved ones, including valuable life policies and death in service benefit.
04/19/2022
Elon Musk ‘world’s richest man’ is homeless
Elon Musk has said he doesn't claim a home and has been resting on companions' extra beds in spite of purportedly being the world's most extravagant man.