01/17/2022
Review of the week: Just like the old days
With COVID cases starting to roll over – in the UK at least – and investors settling down for some old-fashioned Fed watching, everyone is hoping 2022 will be a bit more like pre-pandemic times.
Comment & Analysis
01/17/2022
Will spiking bonds yields disrupt the rally in stocks?
The market is pricing in many more rate hikes than before. Within the first two weeks of the year, the market has shifted its stance to expecting four rate hikes from the Fed this year.
01/17/2022
Key drivers in emerging-market debt
At the same time, the resurgence of acute Covid-19 uncertainty caused by the emergence of the Omicron strain has further impacted EM growth prospects, which were already dented by the likelihood of a Chinese slowdown.
01/16/2022
Homes with Recording Studios, Music Rooms, and Performance Stages
Luxury Defined spotlights a collection of homes for classical musicians, songsters, and rock stars
01/14/2022
Brighter outlook after the fourth wave
The potential for a recovery later in 2022 remains and we see overall GDP growth at around 4.5% for the advanced economies and slightly faster than that in the emerging economies.
01/14/2022
The Hunters’ Tails: A duck, a bill and a platypus…
UK smaller companies have usually outperformed in inflationary periods.
01/14/2022
Regime shift in developed-market sovereign bonds
On the inflation side, there was further evidence that supply-side bottlenecks are proving more persistent than was expected earlier in the year.
01/14/2022
Four multi-asset perspectives on inflation
We also provide a summary of our investment research – a hallmark of our investment practice, as we often integrate findings into our management of portfolios.
01/13/2022
Pandemic to endemic; living with infection, inflation and higher rates
As a result, the new strain may do little more than slow, rather than stall further economic growth, as markets focus on high inflation and the end of central banks’ asset purchases.
01/13/2022
Pictet Perspectives - Outlook 2022
Flexibility in portfolios will be key to navigating the fully charged environment in 2022.
01/13/2022
Central Banks, Not Covid, Will Drive Global Economies in 2022
From 2023 onward, most agree, growth will return to its long-term norm of around 3.5%, as if Covid never happened.
01/13/2022
Global M&A Insights: Technology deals dominate in 2021
We also look into the reasons behind record capital raising by technology companies, the considerations required for AI due diligence and talent retention in technology acquisitions, and the global trend for growing government intervention on sensitive tr
01/13/2022
Rolls-Royce CEO says high COVID-19 death rates led more people to buy expensive cars
Rolls-Royce CEO Torsten Müller-Otvös said COVID-19 deaths helped spur record sales for the luxury carmaker in 2021.
01/13/2022
"Digitalisation reduces costs by up to 50%"
Together with our technology partners IBM, we are currently developing a solution for “conversational banking”.
01/13/2022
Asset Management Trends in 2022
The shift from traditional paper systems towards modern CMMS solutions is helping drive industry growth.
01/12/2022
How Investment Backed Lending Could Help When Opportunity Knocks
IBL could provide quick access to funds for the next big thing in your life.
01/12/2022
Risk Markets On Alert As Rates Spike
The initial days of 2022 already appear to be testing the resolve of the risk bulls.
01/12/2022
Rothschild: Asset Management Europe
Although the negative impact on GDP will likely be more muted compared to previous Covid-19 waves, the fast spreading Omicron variant will nonetheless hurt economic activity.
01/12/2022
The ties that bind: merging your investment reporting operations
Sometimes the people making the decisions are middle management
01/12/2022
Research, Respect and Risk: three maxims for doing philanthropy well
When the recipient is chosen carefully, small sums can create social change because the budgets of many charities are mind-bogglingly small.