Managers of Wealth

Confidence and Cash - Betting on the Global Recovery

Calastone Global Fund Flows Report

BNP Paribas: No Near-Term Catalyst For China Tech Comeback

Last year, there was a lot of concern about the antitrust measures for the technology sector.

Building new pillars of growth in Asia on solid wealth management foundations

As UBP is not listed and has remained family-owned since its founding, Blake believes the bank is able to take a longer-term view than perhaps a public company would consider, given the pressures of quarterly reporting.

BlackRock’s Fink rejects accusations of being ‘woke’

The head of the world’s largest asset manager, which last week crossed the $10tn mark for the first time, used his annual corporate missive to chief executives to fight back against accusations that BlackRock was using its influence to push a progre

Positive outlook and improving fundamentals - UBP

Macro and micro conditions in 2022 should be positive for credit markets, says Mohammed Kazmi, Portfolio Manager and Macro Strategist, in this podcast with Bernard McGrath, Senior Investment Specialist.

Year of the Tiger 2022: How to avoid bad luck this Lunar New Year

The 12 signs of the Chinese zodiac are based on divisions of Jupiter’s 12-year orbital cycle

Investment Review - Ruffer

All these factors are threats to capital values, at a time when those assets are partying. Our view is this is no time for exuberance – it is a time to keep safe.

Ruffer: ‘There appears to be a lot of froth’ in the market

Investors have poured more than $1tn (£73bn) into equity funds in the past 12 months - more than the combined inflows of the past 19 years.

BlackRock CEO Says Stakeholder Capitalism Isn’t ‘Woke’

For BlackRock and others, ESG investing has become a highly lucrative strategy.

Wealth of world's 10 richest men doubled in pandemic, Oxfam says

New billionaire created every 26 hours, as inequality contributes to the death of one person every four seconds

Factbox: Spies, lies and chairman's exit: Credit Suisse's scandals

The scandals in recent years that Switzerland's second largest bank had endured, Horta-Osorio had said after joining, were the gravest he had seen in his career.

Banks turn to richest clients for 2022

The new wealth management team absorbed the bank’s trust and pension fund division along with other parts that could boost its capacity.

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.

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.

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.

Homes with Recording Studios, Music Rooms, and Performance Stages

Luxury Defined spotlights a collection of homes for classical musicians, songsters, and rock stars

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.

The Hunters’ Tails: A duck, a bill and a platypus…

UK smaller companies have usually outperformed in inflationary periods.

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.

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.

Comment & Analysis