Managers of Wealth

Investment Truths in an Uncertain World

We counsel our clients to pause and reflect on these valuable investment truths during uncertain times.

Global Investor Confidence Sees an Increase of 4.8 Points in May to 97.1

The index differs from survey-based measures in that it is based on the actual trades, as opposed to opinions, of institutional investors.

Markets on Target for Further Downside

Last week, the US market delivered a salutary lesson for investors on the downside risks to analysts’ corporate profits forecasts for 2022.

How new technologies create a pathway to financial inclusion

Financial inclusion is the cornerstone of not only a fair, equitable society but also a thriving economy.

Director Dialogue: how do we tackle climate challenges?

With the number of AGM votes on climate rapidly increasing, we sum up the big issues and Schroders’ approach.

Will inflation offer Switzerland a window to escape negative interest rates?

Inflationary pressures may give Switzerland an opportunity.

“I am not holding my breath for a soft landing”

The interest rate trend reversal, rising inflation due to high energy and food prices, and, not least, the war in Ukraine have triggered a new phase on money and financial markets.

Double-Digit Growth Prolongs Winning Streak in Asset Management

Assets Under Management Increase by 12% as Net Flows Set Record and Profits Rise; Disruption Is Expected as New Trends Emerge, Says Report by Boston Consulting Group

The market crisis wil end, but when?

The sell-off has been impressive but we still detect no advance indicators suggesting we should seize the numerous opportunities that have emerged.

HSBC’s responsible investing chief was ‘spot on’, say advisers

“ESG is the latest grasp by active fund managers to make themselves relevant again,” he said.

The evolving role of philanthropy

With a renewed sense of purpose comes an opportunity to reshape priorities and practices for the next era of philanthropy.

The number of billionaires soared during the pandemic.

Meanwhile, 263 million people are at risk of falling into extreme poverty this year.

Tax breaks aren’t prime reason for high-net-worth philanthropy, study finds

There’s a stronger interest in charitable giving among millennials, Gen X and the wealthiest investors, according to the report.

Tragedy

“We must realize that growth is but an adolescent phase of life which stops when physical maturity is reached. If growth continues in the period of maturity it is called obesity or cancer.” - Albert A. Bartlett.

In it for the money? Get the most out of your cash

People held onto this money as a safety measure and also due to being stuck at home, which led to the highest personal savings rate since World War II.

Martin Gilbert To Asset Managers: Adapt or Perish

One of the problems with the industry, Gilbert says, is that large swathes of it is commoditized and awash with products that are almost identical in terms of both investment approach and performance.

Our currency, your problem

So said a former U.S. Treasury Secretary in 1971 to other finance ministers struggling with the soaring dollar. 50 years later, the strength of the greenback is again threatening many financial balances around the world.

HSBC Executive Suspended Over Climate Change Comments

Unsubstantiated, shrill, partisan, self-serving, apocalyptic warnings are ALWAYS wrong, Kirk wrote in one of the presentation slides at the event.

Residential mass-market housing: a defensive sector in an inflationary world

Russia’s invasion of Ukraine and the resulting sanctions are adding more pressure and uncertainty.

How to engage your private clients to achieve the maximum impact

Implementing a hybrid servicing approach allows a lot of processes to be digitalised because it is more convenient, minimises wait time and ultimately promotes the option of having a browsing style that suits the customer

Comment & Analysis