02/27/2023
Time for private markets to grow your portfolios
One of the most notable trends in financial markets over the past decade has been the growth of the private market asset class.
Comment & Analysis
02/27/2023
World's largest asset managers accused of failing to invest responsibly
ShareAction report
02/27/2023
Portfolio managers back AJ Bell as platform market faces major tests
Consumer duty, inflation and falling investor confidence are weighing on platforms’ prospects, but managers believe AJ Bell is well-positioned.
02/24/2023
Credit Suisse Funds AG provides financial update on Credit Suisse Real Estate Fund International
Global valuations were negatively impacted by rising interest rates for CS REF International in its key markets of the United States, the United Kingdom, and Germany.
02/24/2023
Five insider tips for wines from Spain's trend region
They have helped establish the excellent reputation of the booming and currently most popular growing area in Spain.
02/24/2023
Global debt declines by $4tn in 2022 on stronger growth and inflation
Retrenchment driven 'entirely by mature markets' where total debt dropped to about $200 trillion last year, the Institute of International Finance says
02/24/2023
'We will have a severe recession if...,' warns CIO of LLB Group
Markus Wiedemann says while he feels quite comfortable with bonds at the moment, with equities it's a different story altogether.
02/24/2023
Adapting Advisory portfolios to the improved fixed income outlook
Investors should be prepared to lengthen duration and add risk when opportunities arise during the year.
02/24/2023
What next for Credit Suisse in Singapore?
Sitohang had strong relationships with high net worth individuals across the region and particularly in his native Indonesia, where he built a formidable business.
02/24/2023
Settlements in Global Class Actions Increased 142% in 2022, Broadridge Annual Class Actions Report Shows
ESG Investing and Cryptocurrency litigation Among Major 2022 Global Class Action Trends
02/23/2023
US Inflation on the Wrong Trajectory
The higher yields in the bond market have attracted some strong inflows into bond funds.
02/23/2023
San Francisco takes top spot in Schroders Global Cities Index
San Francisco as the heartland of technology innovation, and Boston, as a biomedical innovation centre, have seen their rankings improve as a result of this score being introduced.
02/23/2023
Citi targets asset managers and lawyers for wealth growth plans
Busy professional investors can overlook their own financial planning.
02/23/2023
Q&A: What’s driving the demand for private assets?
Private assets investing is growing across Europe. Our experts shed a light on how individual investors can now more easily access this market.
02/23/2023
The Best Architects for High-Net-Worth Individuals in 2023
The top architects focus on preserving an area’s heritage all while innovating and focusing on modernity and sustainability.
02/22/2023
Cambridge Launches New Service for Advisors With Wealthy Clients
The Client Solutions platform already offers case design, consultation and coaching tools that Cambridge said are focused on the needs of independent financial professionals and their investing clients.
02/22/2023
“Sustainability is at the heart of our investment approach” – an interview with our Managing Partner, Jean-Pascal Porcherot
The financial markets are currently going in the right direction but have not yet really done their homework.
02/22/2023
As SI strategies rebound, investors should stay focused on the longer term
After a challenging 2022, sustainable investing strategies have staged a strong rebound so far this year due to a growth-led rally in equities while earlier speculation of a Federal Reserve pivot also boosted the global bond market.
02/22/2023
Strategy blog: Peak or plateau?
Improved supply conditions are visible in the supply-chain data chronicled in earlier posts, and in the firmer participation rates in the US labour market reports.
02/22/2023
‘Goldilocks’ is dead, warns Morgan Stanley Wealth Management.
Although year-over-year CPI inflation fell from its June 40-year high of 9.1% to 6.4% in January, it still remains well above the Fed’s 2% target rate.