04/19/2023

How to build a Liquidity strategy

Historically, well-diversified balanced portfolios have fully recovered their losses within 3-5 years, even after a serious bear market decline.

04/13/2023

Pause or hike, caution is still warranted

But irrespective of whether the Fed delivers a further rate increase, we see reasons to be cautious about the outlook for the US economy and corporate earnings.

04/13/2023

Wealth managers turn to tech to tackle suitability challenge

The study with wealth managers who collectively manage assets of around €565 billion shows widespread dissatisfaction with existing suitability assessments during recent financial shocks, including the COVID-19 pandemic and ongoing volatility coupled