Managers of Wealth

Nowhere to Hide? Fine Wine is Providing a Rare Haven in Volatile Markets.

The initial shock from the war in Ukraine has led to surging commodity and food prices, triggering the highest inflation in decades in several major economies.

Does the hit series Succession offer real lessons on how to run a dynasty?

Viewers can look forward to Succession’s “delightful vipers’ nest of Shakespearean betrayal” but can entrepreneurial families learn from it?

Three Opportunities

Vietnam continues to enjoy healthy capital inflows as overseas companies seek to diversify their Asian manufacturing bases away from China.

The Biggest Challenges Facing Our World Today

In this environment, it’s even more critical that leaders from around the world come together in search of solutions and actions that drive sustainable positive change.

“Unsubstantiated, shrill, partisan, self-serving, apocalyptic warnings are ALWAYS wrong.” - Stuart Kirk, (former ?) global head of responsible investing at HSBC Asset Management, at a Financial Times ‘Moral Money’ event, Thursday 1

In a range, which way do we go?

It looks like the ECB is now going to raise rates, and we are still expecting 2x50bps from the Federal Reserve over the next 2 meetings.

Investment Truths in an Uncertain World

We counsel our clients to pause and reflect on these valuable investment truths during uncertain times.

Global Investor Confidence Sees an Increase of 4.8 Points in May to 97.1

The index differs from survey-based measures in that it is based on the actual trades, as opposed to opinions, of institutional investors.

Markets on Target for Further Downside

Last week, the US market delivered a salutary lesson for investors on the downside risks to analysts’ corporate profits forecasts for 2022.

How new technologies create a pathway to financial inclusion

Financial inclusion is the cornerstone of not only a fair, equitable society but also a thriving economy.

Director Dialogue: how do we tackle climate challenges?

With the number of AGM votes on climate rapidly increasing, we sum up the big issues and Schroders’ approach.

Will inflation offer Switzerland a window to escape negative interest rates?

Inflationary pressures may give Switzerland an opportunity.

“I am not holding my breath for a soft landing”

The interest rate trend reversal, rising inflation due to high energy and food prices, and, not least, the war in Ukraine have triggered a new phase on money and financial markets.

Double-Digit Growth Prolongs Winning Streak in Asset Management

Assets Under Management Increase by 12% as Net Flows Set Record and Profits Rise; Disruption Is Expected as New Trends Emerge, Says Report by Boston Consulting Group

The market crisis wil end, but when?

The sell-off has been impressive but we still detect no advance indicators suggesting we should seize the numerous opportunities that have emerged.

HSBC’s responsible investing chief was ‘spot on’, say advisers

“ESG is the latest grasp by active fund managers to make themselves relevant again,” he said.

The evolving role of philanthropy

With a renewed sense of purpose comes an opportunity to reshape priorities and practices for the next era of philanthropy.

The number of billionaires soared during the pandemic.

Meanwhile, 263 million people are at risk of falling into extreme poverty this year.

Tax breaks aren’t prime reason for high-net-worth philanthropy, study finds

There’s a stronger interest in charitable giving among millennials, Gen X and the wealthiest investors, according to the report.

Tragedy

“We must realize that growth is but an adolescent phase of life which stops when physical maturity is reached. If growth continues in the period of maturity it is called obesity or cancer.” - Albert A. Bartlett.

Comment & Analysis