Managers of Wealth

As Sweet As Honey: Why Mead Is the Latest Wine to Know

Mead, one of the oldest drinks in the world, is having a moment.

Fixed Income Research: An intriguing value proposition

With 30-year US Treasuries down more than 20% year-to-date, it is now possible to buy Emerging Market Investment Grade bonds in the $80s and even selectively in the $70s.

Five financial truths about Millennials at 40

Results from the 2021 Natixis Global Survey of Individual Investors reveal how Millennials are changing.

Views from the Floor

Has recent volatility forced markets from hedging mode to liquidation mode?; the unusual 5-week selloff of both Treasuries and the S&P 500; and the trials of being a central banker in a time of stagflation.

12 best private schools in the UK, and their most notable alumni

Dulwich’s headmaster received a letter from one of the teachers expressing their concern about the views being expressed by one of the school’s students

26 of America’s Richest Billionaires Paid 4.8 Percent Tax Rate in Recent Years

The report demonstrates the vast disparities between the tax code for the rich and for regular Americans.

Positive earnings surprises but softer guidance

Sales and earnings growth for Q1 2022 in both the US and Europe exceeded expectations, led by strong energy sector results. The percentage of companies beating forecasts is above the long-term trend, but the margin of surprise is lower than recent quarter

Swiss investors are much more worried about geopolitics than the rest of Europe

Vanguard’s Kunal Mehta discussed what Swiss investors want from active fixed income at the Finanz 22 event in Zurich.

Market Insight

Declining US housing starts, surging UK inflation

Château d’Yquem: When it comes to sweet wines, this is the ultimate

When it comes to sweet wines, Château d’Yquem remains the ultimate honey trap, writes Jonathan Ray

Fitch Downgrades Credit Suisse Group to 'BBB+'; Stable Outlook

The downgrade reflects Fitch's view that Credit Suisse's weak operating profitability compared with peers' highlights the execution risk during the group's restructuring

The practice of linking pay to ESG is already widespread

The momentum towards integrating ESG into reward strategy seems unstoppable.

Zombie financing

Charlton Heston and our head of multi-asset investments David Coombs have little in common. But they both hate the walking dead.

The end of free money

The financial world is in the midst of a painful and unfamiliar transition.

US inflation: Past the peak, but then what?

Also core inflation, which excludes energy and food, fell to 6.2%.

Wealthy Donors Are Adjusting Philanthropy Plans

The majority of the 200 respondents (160) reported assets of between $5 million and $24.9 million.

The Dwindling Private Banker Count

At its peak in 2018, Julius Baer could count on 1,051 bankers. Now, three years later, about one in six of them are gone.

Are you reinvention ready?

Managing for sustained outcomes and building trust in periods of dislocation

The best countries for hiding wealth

President Joe Biden has made transparency reforms a key pillar of his foreign policy, vowing to tackle tax evasion and money laundering.

Seven questions to ask before buying a property

The most common way to make a property purchase is to take out a mortgage loan.

Comment & Analysis