Managers of Wealth

Miton’s David Jane: Sayonara to Japanese equities

This rested on its apparent undervaluation and low correlation to other markets, policies to weaken the Yen and ultimately reform packages that might improve corporate performance.

Die Hard by Fabrizio Quirighetti, SYZ Group

High-quality government bonds across the board once again caused widespread surprise by posting further strong year-to-date returns of between +3% and +5%.

Gold Aiming For $1,350 By Year-End Says Famed Gold Expert

By the end of the year, Milling-Stanley said that he expects to see gold trading around $1,350 an ounce.

Riding Out The Storm: Keeping your Nerve amidst the Madness by Jonathan Raymond, Investment Manager at Quilter Cheviot

he heady mix troubling the global markets at present includes the Chinese economic slowdown, declining oil prices and deflationary pressures.

St. James's Place - The wrong chemistry

Many politicians around the world found themselves on the other side of the tax-dodging argument last week, as a data leak from the offices of Mossack Fonseca, a law firm in Panama, showed that a number of global political leaders (or those close to them)

BNP Paribas Investment Partners' update on Emerging Markets

sue #8 – April 13th, 2016

The US earnings season offers limited upside by Mikio Kumada, CIIA, Global Strategist LGT Capital Partners

The commodity slump has been weighing on overall US corporate earnings since the start of 2015. Although its negative impact remains largely limited to the materials and energy sectors, businesses have more recently also been increasingly exposed to more

Global Outlook - Are the Recession Alarm Bells Ringing?

Standard Life Investments, the global asset manager, assesses whether the global economy is on course for recession and analyses the current stage of the business cycle.

Offshore’ has become synonymous with murky dealings. That’s not fair - Nigel Green

The overwhelming majority of the offshore sector provides products and services that are entirely compliant and legal and are used by law-abiding people.

The recent rally on the equity markets is based yet again on fragile foundations - Guy Wagner (Banque de Luxembourg)

This is the view of Guy Wagner, Chief Investment Officer at Banque de Luxembourg, and his team, published in their monthly analysis, ‘Highlights’.

The New Gold Standard: What Would Happen if Bitcoin Ruled World Finance

“I will call a monetary system the Bitcoin standard, because such a monetary system will very likely be similar to the gold standard,” the author suggests.

Make every penny count: next generation philanthropy by Penny Lovell

Effective philanthropy requires a lot of time and creativity - the same kind of focus and skills that building a business requires. – Bill Gates

A Happy New Financial Year to us all by Justin Urquhart Stewart

Well it may not be exactly a great cause for celebration, but it is still a vital date for us all to be aware of - from remembering to wrap up our tax papers for the past year

$85 Crude Oil By Christmas – An Interview With Mike Rothman

After a 50 percent rally in oil prices between February and March, crude has retreated a bit as of late.

Time to be bullish by Tim Price

“We don’t see a recession coming in the United States.” - Abby Joseph Cohen in a recent Bloomberg interview.

Miton’s Anthony Rayner: “A new political (dis)order”

History has many examples of extended periods of economic weakness leading to the popularity of extreme political parties or the introduction of extreme policy.

Weekly Investment Update - James Fairweather, Senior Portfolio Manager, Coutts

Our key messages this week are presented by James Fairweather, Senior Portfolio Manager, Coutts UK.

Man in the Middle

Deutsche Bank's supervisory board chairman is under fire for decisions some say steered Germany's largest bank into one of its biggest crises ever. In an exclusive interview with WirtschaftsWoche magazine, he takes on his critics.

Investors ‘dancing on a volcano’, says Carmignac

Saint-Georges said monetary policy alone could not solve the current problems and expectations of rate rises, notably in the US, were not the encouraging signs many investors believed them to be.

To Build Your Fortune, Adopt a Millionaire's Mindset

Can you really think and behave your way into wealth? Yes!

Comment & Analysis