03/14/2023
Strategy blog: Banking stress containable
Its large investment portfolio was particularly exposed to longer-dated bonds, with little hedging to protect against rising policy rates.
Comment & Analysis
03/14/2023
No Bonuses for Credit Suisse Executive Board
Nevertheless, salaries for management did not fall as quickly as in 2021, because the fixed salary component was raised in total from 29.5 million to 32.2 million Swiss francs, corresponding to the total compensation for the past year.
03/14/2023
Division and optimism in the Spear’s Property Survey 2023
The Spear’s research unit tapped into this deep resource of knowledge to get an idea of how the most rarefied reaches of the property market have changed – and how conditions may soon evolve.
03/13/2023
Here's how to retire with a millionaire's income stream — even if you don't have a seven-figure nest egg just yet
Now, if you have a portfolio of just $500,000, you can still generate $40,000 a year of passive income — but you’ll need to find stocks that pay out an average 8% yield in annual dividends.
03/13/2023
‘The state must not fix everything’: Raiffeisen CIO on SVB collapse
Matthias Geissbühler said that surging interest rates would cause collateral damage, including among banks such as Silicon Valley Bank which had not managed risk effectively.
03/10/2023
Philanthropy or the art of taming time
Pioneering spirits - Reflecting on time in the service of philanthropy with Croisine Martin-Roland.
03/10/2023
Vietnam among top five property investment destinations for wealthy Singaporeans
Managing director of Knight Frank Vietnam, Alex Crane, said foreign investors have special interest in the Vietnamese property market as shown by large private property investments last year.
03/10/2023
Where are the opportunities in fixed income?
After falling at the start of 2023, fixed income yields have been climbing again, reflecting worries over inflation and the potential for further monetary tightening.
03/10/2023
The Ruffer Guide: The dangers of dancing
Investors are being lured back onto the dance floor by the siren song of Fomo, just when the music could be about to stop, writes Ruffer fund manager Duncan MacInnes.
03/10/2023
What the world’s ultra-rich are buying in 2023
Among Australian ultra-high-net-worth individuals (UHNWIs), the top three investments of passion in 2022 were art, cars and coloured diamonds, and for 2023, it’s set to be art, wine and jewellery.
03/09/2023
Regime shift: what it means for strategic asset allocation
In 2022 both equities and bonds fell in tandem, raising questions about the function of these assets within portfolios and their correlation. Should historic approaches to portfolio construction now be reconsidered?
03/09/2023
BNP to relocate most HK workers out of Central
The move is set to happen as soon as next year, and some bankers might stay behind in the Central building, the people said.
03/09/2023
Quilter Investors lowers fixed ongoing charge for Cirilium portfolio range
The change in costs does not impact the investment universe available to the portfolio managers and comes as part of a broader series of enhancements to the range.
03/08/2023
Monthly global house view & investment perspectives
Markets raised expectations regarding the level at which interest rates will peak and also the length of time they will stay there, pushing bond yields higher across the term structure.
03/08/2023
Investing in a multi-speed world
The global economy seems poised to operate at multiple speeds in the months ahead.
03/08/2023
Will growth outperform further?
An environment of stubborn inflation and higher interest rates should support value stocks’ renewed outperformance in the months ahead.
03/08/2023
Diversity and equality: The investment case
Longer-term societal changes underpin four global investment drivers, creating opportunities for companies that are more diverse and have robust human capital management policies and practices.
03/08/2023
Five Budget pledges that would benefit business
There have been some chinks of light since then: Global energy prices have fallen to pre Ukraine invasion levels,
03/08/2023
The modern female investor: empowered, sustainable, goal-driven
Women are managing growing levels of wealth across many countries.
03/08/2023
HIGHVERN celebrates its own Power Woman
As one of just eight Guernsey professionals shortlisted for the award, Kerrie faced a public vote and a judging panel consisting of 10 esteemed female industry leaders.