Managers of Wealth

Reforming the Stock Exchange by Justin Urquhart Stewart

What is the primary purpose of a stock exchange?

Surviving Mission Creep by Tim Price

o there is another reason why Europe isn’t growing and it’s one the central bank can do nothing about. Namely, the 19 governments of the Eurozone and the super-state in Brussels have essentially outlawed it

Goldilocks levels for US home inventories

This sustained improvement mirrors the state of the US labour market. Participation rates, which measure the active portion of the economy, edged up to 63.0% in March, according to US Bureau of Labor Statistics data.

What can investors learn from Leicester City’s chase for the Premier League title? by Stuart Podmore, Schroders

Leicester City has surprised everyone by challenging for the English Premier League title, but what does the club's fortunes reveal about behavioural psychology and how does that relate to investing?

Brexit: What does this mean for Jersey?

After all, should the glass not always be half full…?

Markets face consolidation phase as ‘growth surprises’ falter - GAM

‘Growth surprises’ which fuelled rebound unlikely to continue

UBS, Favored by Bank Investors, Hits Snag in Wealth Expansion

UBS clients in regions including Brazil, Russia, the Middle East and Asia, reacting to losses in stock markets or businesses exposed to energy prices, sat out the turbulent second half of 2015 and yanked a net 3.2 billion Swiss francs ($3.3 billion) in as

Strategy Update from BNP Paribas Investment Partners

We are not fully convinced of a Chinese recovery

Lithium War Heats Up After Epic Launch Of Tesla Model 3 by James Stafford of Oilprice.com

The unveiling of Tesla’s Model 3 electric car was no less than the lifting of the final curtain on a game-changing energy revolution. And if we follow that revolution to its core, we arrive at lithium—our new gasoline for which the feeding fre

Despite headwinds, Japan remains on a reflationary path by Mikio Kumada, CIIA, Global Strategist LGT Capital Partners

he enthusiasm for Abenomics - Prime Minister Shinzo Abe’s economic revival policy that began in 2013 - has long subsided. Foreign investors have been exiting Japanese equities over the past year, and international risk aversion has additionally st

A $35 billion market for Chinese high-yield debt might disappear by 2020

The sector has benefitted from positive technicals and exhibited resilience even in volatile markets.

St. James’s Place – Japan fails to deliver growth and inflation despite the yen falling

Options running out for Tokyo

Citco’s Spring edition of Spotlight

News and views from Citco on alternative industry developments

Sallie Krawcheck Shares The Worst Mistake You Can Make When Building Your Emergency Fund

There's a lot of money advice out there and sometimes it can be difficult to separate the noise from the facts.

Beyond bulls and bears by Penny Lovell

You may remember the wonderful Nicolas Nassim Taleb’s "The Black Swan" (2007) that was described in a review by the Sunday Times as one of the twelve most influential books since World War II.

The real risk for offshore jurisdictions by Geoff Miller

It is all too easy in the immediate aftermath of a big story to jump to conclusions and miss the bigger picture.

The Prime Minister & his 3 P's creating 3 Problems by Justin Urquhart Stewart

Port Talbot, Panama and Parents. Yet again it appears that truth seems stranger than fiction.

Risks to China Outlook Intensify, says AB

In the latest edition of AB Fixed Income Insights, Hayden Briscoe, AB’s Director—Asia Pacific Fixed Income, says policy risk has always been a key concern in China as the country seeks to rebalance its economy from an investment-driven model t

Raging bull by Tim Price

The single biggest and most profitable product that the Finance Factory cranks out every day is bullshit, and each version of it is slicker and better and more dangerous than whatever came before.

Schroders' James Sym see signficant upside in European Value stocks

Aside from the very important valuation arguments for a subset of the European market; our positivity is also illustrated by looking at the overall trajectory for earnings.

Comment & Analysis