2023: The point of new returns?
The first phase of the year should see the final leg in the upside to rates and in the downside to growth.
Comment & Analysis
5094 articles found
Schroders Global Investor Study 2022: People still expect improved investment performance despite economic uncertainty
By contrast, people in Italy and France were more cautious – expecting returns of 9.8% and 9.2% respectively.
Are investment trusts trading on big discounts 'bargains'?
The average investment company discount has widened more than 10 percentage points from 3.6% on 31 December 2021 to 14.3% on 18 November 2022, the Association of Investment Companies revealed recently.
Strategic Estate Planning for UHNW Individuals
Individuals with a net worth over $5 million are now more at risk than they have been in decades.
Constructive outlook for precious metals
There has also been a modest rise in longer-term inflation expectations in most developed economies, which is a benign signal for precious metals.
JPMorgan Leads in Wealth Management Digital Experience: Survey
A J.D. Power survey of wealth management customers also found that advised investors have greater overall satisfaction with their firm’s website and app than self-directed investors do.
‘The year ahead promises to be much more positive for markets’
The bullish prediction for 2023 by Nigel Green, Chief Executive of deVere Group, comes as investors look ahead after a rough year for markets triggered by headwinds
How has weaker growth and higher inflation impacted stock market performance?
During this period of low-growth and high-inflation, our article takes a look at the market impacts and examines the weaker sectors against those showing more resilience.
The Importance Of Succession Planning For Ultra-Wealthy Family Businesses
Severe conflicts regularly prove to be extremely problematic to disastrous for family enterprises
How can investing in AIM shares help to manage inheritance tax (IHT)?
This compares favourably with the usual rules that apply to gifts and simple trust transfers, when you have to survive for seven years before they fall out of your estate.
Peter Keller: Which wines go best with truffles
Some of the best wines in Italy come from here, primarily made from the noble Nebbiolo variety.
The most important words in investment – and Life
“There’s always something to do.”