03/18/2016
Hong Kong ticks all the boxes as a major art hub. Its free port status means there are no tariffs or taxes to hold up super-discreet deals, its legal system guarantees a measure of artistic freedom and its financial knowhow means savvy collectors can use
03/15/2016
“Simple but not easy” - The title of Richard Oldfield’s book about value investing.
03/14/2016
“Markets love volatility” Christine Lagarde, first woman elected to head the International Monetary Fund
03/14/2016
There are though a few topics we have investigated around the desk which, whilst maybe not directly impacting portfolios, are probably worth sharing.
03/14/2016
Prices for light oil are set at $67 per barrel and natural gas prices fixed at $7.50 per million Btu (MMBtu). That means consumers are not reaping the benefits of cheap fuel. The higher prices they pay offer a huge lifeline for the oil industry.
03/14/2016
This reflects how financial services have changed since 1999, when Old Mutual demutualised, moving its head office to London and locating its primary listing there.
03/10/2016
Graham Sheward, in an opinion article published in Business Year Book says “Mauritius remains a jurisdiction of choice to assist multinationals in establishing their pan-African operational, administrative and financial headquarters
03/09/2016
Ahead of the European Central Bank’s (ECB) meeting on Thursday, Schroders' Chief Economist, Keith Wade, looks at whether central banks’ powers are waning in their fight against falling inflation:
03/09/2016
Despite George Osborne reportedly postponing pension tax reforms at the forthcoming Budget, the UK pension savings rate remains a major structural weakness and commentators believe individuals can ill-afford to pass up the tax-efficient savings opportunit
03/09/2016
The idea that central banks have run out of ammunition is commonly held again, but it may be missing the point: monetary policy seems to be shifting focus on creatively boosting the actual money supply to the economy, rather than just expanding the inacti
03/09/2016
It is impossible to set a clear strategy and plan if we do not know our target market
03/07/2016
“It may be possible to gild pure gold, but who can make his mother more beautiful?” - Mahatma Gandhi
03/07/2016
Property - we seem as a nation to have an obsession over property, more so than anyone else in Europe.
03/07/2016
In Dimon’s 10 years as CEO, JPMorgan Chase has delivered a higher total return than every major American bank except Wells Fargo.
03/07/2016
“China’s surplus capacity in steelmaking, for example, is bigger than the entire steel production of Japan, America and Germany combined.” - The Economist magazine, February 27th, 2016.
03/07/2016
In summary, CRS is happening with extraordinary speed. It is most important that clients accept that it is; take good advice and structure their affairs properly; and if they wish to choose a new country of tax residence, actually move there and get a cer
03/06/2016
The current financial market environment is characterised by low interest rates, high levels of debt – particularly in industrialised countries – and substantial market volatility.
03/06/2016
There is something of her hummingbirds in de Rothschild, a wilful, colourful creature enclosed by history and money.
03/04/2016
Our 2016 Affluent Research identified the top recreational activities today’s affluent clients enjoy.
03/04/2016
He noted that leading indicators for major Asian economies and rich-world countries are showing below-trend growth, but Asia looks to be stabilising.