Managers of Wealth

Commodities “poised for a bull run” after years of underinvestment – RWC Partners

“As a diversified fund we can effectively allocate anywhere, but we now have the highest exposure since launch to commodities.”

Four ways investors can rethink income opportunities as 2021 arrives

This is a trend that she believes needs to continue into next year too as the global economy recovers and positive news emerges around potential vaccines.

2 Strategies Every CEO Needs to Make Good Decisions

Introspection is one of the most effective ways for the CEO to gain self-awareness.

How Smart CEOs emerged stronger from the COVID-19 crisis

Despite that business environment in crisis changes every day, recognizing and clarifying a company’s values, meaning, mission, and goals of an organization is essential to its survival.

Do I need a power of attorney?

Tilney has a team of estate planning specialists who help clients get their affairs in order.

Leveraged finance: stepping into the void

Engaging with an experienced and responsive independent loan administrator can help eliminate the operational challenges and risks mid-market direct lending funds face. This can result in optimised operations and improved data and reporting quality.

Almost £2bn could be wiped from London economy with threatened rise in Capital Gains Tax

London Central Portfolio (LCP) has conducted an analysis to demonstrate the potential adverse impact on the residential property market and wider economy by considering the effect of the previous property tax hike in 2016. LCP reports:

Share incentivisation - could alignment of capital gains tax rates with income tax rates in the UK trigger a review?

The OTS report does not mention any particular business sector, but in practice, senior management in PE backed businesses are often incentivised using such arrangements.

UBS CEO: Innovation is not 2020’s trend, it's here to stay

Hamers continues that the more digital society becomes, the more important digital services become and therefore the more interesting services become - and this isn’t only relevant to financial services.

How to improve your perception to succeed?

The level of interest we have regarding the outer world is what will serve as a motivation to explore the surrounding environment.

Outlook 2021: Global and thematic equities - Schroders

Global equities can continue to perform well in 2021, but tech may have to share the limelight with some unloved areas. Meanwhile, a number of mega-trends will continue to gather pace.

Saxo Bank 2021 Outrageous Predictions: The Future is Now

With a shared ledger structure, any content alterations would immediately be visible to everyone, and every news item is always traceable to its original source, suppressing misinformation that other sources can’t verify.

Investment Outlook December 2020

For the economy, the vaccine announcement should increase the probability that consensus 2021 expectations of +5.2% global real GDP growth are met1.

Let’s do this by Julius Baer

Bricks & mortar are back in fashion for now. After a major lag in 2020, assets related to tangible businesses must catch up.

The Wait-and-See Rally that did not Wait - Gary Dugan

A negative surprise could easily lead to a marked setback/profit-taking. President Trump could still do something untoward, or the Brexit talks could fail.

Post-Brexit funds landscape is clearer

This was a key announcement and supports current structures and the business operations of fund managers operating from London.

Market Strategy by Oppenheimer & Co.

The answer in our view is that we don’t expect the economic recovery that is likely to follow the Covid-19 crisis to produce significant levels of inflation

Charting The Growing Generational Wealth Gap

Though personal definitions might differ, the U.S. Federal Reserve uses a clear metric

MSCI World rallies in record November as clients clamour for global stocks

The prospects for economic growth are improving, which will help to support equity markets.

From bust to boom – how recovery boosted by a Brexit deal could spark a return of the roaring twenties

The spectre of a possible spike in interest rates could expose the public finances further down the line, although gilt maturities have increased to an average of more than 18 years, pushing this thorny issue into the long grass to some extent.

Comment & Analysis