05/10/2023
Diversify into emerging markets with a sustainability lens
ESG leader EM strategies have outperformed their traditional counterpart MSCI Emerging Markets Index, and currently have favorable valuations.
Comment & Analysis
05/10/2023
Our latest luxury London property insight
What happened in Q1 and where might the market go from here? Here’s our latest insight on London’s prime property sector.
05/10/2023
Morningstar analysts back Trojan Income despite poor performance
Morningstar analyst Jack Fletcher-Price believes the £1.2bn fund’s focus on dividend growth should reward investors in the long-term, after its assets slide to a third of 2020 peak.
05/10/2023
How investible is natural capital?
Five key things I took away from a recent discussion on the increasingly important investment theme of natural capital.
05/09/2023
Winning HNW Clients Can Take Years: RayJay FAs
Nearly half of high-net-worth investors plan to change or add wealth relationships over the next two years, according to a 2022 survey by PwC.
05/09/2023
US threatens to put debt ceiling through breakpoint test
The US breached its USD 31.4 trillion debt ceiling in January, and the nation now owes more than USD 31.7 trillion, and counting.
05/09/2023
Exclusive interview with Marc-André Poirier, Indosuez Switzerland CEO, with Agefi
'' In Switzerland, Indosuez weathered the financial turbulence ''
05/09/2023
Invesco places £3.6bn UK income fund duo ‘under close review’
While a renaissance for cheaper stocks has helped performance at Invesco, the group admits that few of its funds are consistently beating their benchmark in its latest value assessment report.
05/08/2023
Julius Baer UK CEO: We mustn’t ‘patronise’ the next generation
David Durlacher says that despite Julius Baer’s century-old history, the firm is prioritising the next generation of investors, looking for authenticity over tradition.
05/08/2023
Why higher prices and rates are the new normal
Wine enthusiast and head of Australia fixed income at UBS asset management,Tim Van Klaveren, is pessimistic about inflation and says the next leg of the cycle “is probably back up”.
05/08/2023
Romeo Lacher: «This bothers me personally»
He explains where the volume will come from and why a second major wave of outflows is looming at Credit Suisse.
05/08/2023
“The Credit Suisse crisis isn’t destroying faith in the Swiss model” – Frédéric Rochat, Managing Partner
Some people believe it was the Credit Suisse name itself that generated confusion among investors, encouraging them to link the institution’s difficulties to the entire sector.
05/08/2023
Researcher claims to be 'misquoted' in media report on high net worth foreigners becoming citizens
“After our statement was issued, the researcher wrote to MHA to say that he had been misquoted by the media," Home Affairs and Law Minister K Shanmugam said in Parliament on Monday (May 8).
05/05/2023
Pension Fund Study 2023: Collective and joint institutions gaining ground
The study also examines why the investment strategy of collective and joint institutions barely differs from that of other pension funds, despite the fact that they have a younger age structure, for example.
05/05/2023
Bank of America: UHNW clients see art as key asset 'more than ever'
Fine art, long seen as a stable asset class that performs independently of other investments, is king for many rich clients, according to Bank of America's Head of Art Services Drew Watson.
05/05/2023
Fear is the path to... underperformance?
In honor of Star Wars Day (May the Fourth be with you!), let's ignore Han Solo's request (“Never tell me the odds!”) and look at the historical probability of gains and losses for the S&P 500, using different time horizons.
05/05/2023
“The transition is an industrial revolution” - Hubert Keller, Senior Managing Partner
The banker also describes the essential role of oil companies in this transition and asserts that a bank should not have a prescriptive or moralising role when it comes to sustainable finance.
05/05/2023
Family trusts key to succession planning: HSBC study
With China witnessing massive wealth creation, developing succession plans with support from professional institutions will help entrepreneurs better realise their goals, says Jackie Mau.
05/04/2023
A Royal Boost: UK businesses expect £180m in revenue across Coronation weekend
As business owners look forward to the celebrations, SMEs across the hospitality and leisure sector expect the long weekend to bring in an additional £180 million2 of revenue.
05/04/2023
Mike Ryan: Errors of omission versus errors of commission
There are effectively two types of errors that plague decision makers – errors of omission and errors of commission.