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Comment & Analysis

08/08/2024

Janus Henderson's Mio eyes tech opps, says investors 'overly bearish'

Chinese markets are ripe for a sharp rebound, says the asset manager's Greater China equities head Victoria Mio, who has built exposure to Apple's supply chain in a bullish tech replacement cycle call.

08/08/2024

75% of wealth managers have little to no gold exposure despite its strong performance

This asset class traditionally performs poorly in a higher interest rate environment because it doesn’t yield anything

08/08/2024

3 share ideas with the potential to grow wealth over the long term

For those with more time on their side, there are three key things to look for in a company – strong growth prospects, a dominant market position, and a history of being able to adapt.

08/06/2024

Sing when you’re winning: Baillie Gifford’s boost on £4bn Spotify stake

Ballie Gifford has done exceptionally well on its Spotify bet, holding the streaming giant since 2015.

08/05/2024

CIO Alert: Risk-off mood takes hold

The risk-off mood pushed the S&P 500 1.8% lower.

08/05/2024

Philanthropy needs reform to be more inclusive and effective

To maximise the impact of charitable giving, all registered charities should qualify for tax-deductible status.

08/05/2024

Real estate market: After CS shock, banks regain courage

The answer hardly satisfied the questioner.

08/02/2024

How Philanthropy in Asia Is Evolving Private wealth investors, family offices, are on the rise.

Next Gen funders are prioritizing environmental, social and governance (ESG) criteria and seek evidence based solutions.

08/02/2024

Wealth advisers focus on women of the ‘sandwich generation’

Many of these women in the so-called ‘sandwich generation’, who are approaching their own retirement, are inheriting significant wealth.

07/31/2024

Three must-see charts for investors this month

This uncertainty once again emphasises the importance of strong guidance.

07/31/2024

Tech correction provides tactical opportunities

In part, this reversal has been driven by the mixed interpretation of earnings reports from several prominent tech companies over the past week.

07/31/2024

UHNWs in New Zealand Have At Least $30 Million in Wealth: Insights and Trends of Wealth Growth

This wealth data is due for an update next year

07/30/2024

Schroders Capital launches AI analyst for private equity

Schroders Capital’s proprietary and internal-only platform harnesses the technical expertise of its data science specialists alongside the deep investment knowledge of its private equity team.

07/29/2024

Top takeaways from the Mourant Jersey Trusts and Private Wealth Forum 2024

Diminished capacity is viewed by professionals as both a potential risk to the validity of a trust and a means of attack.

07/29/2024

Walkers partners recognised in Chambers High Net Worth Guide 2024 as top trusts lawyers in Jersey

This is a significant achievement and recognition for the Walkers Jersey Private Capital & Trusts team.

07/29/2024

Why (U)HNW families should think twice before moving abroad for tax reasons

Moving abroad for tax purposes is appealing but these are the issues all HNW families should consider before taking the plunge.

07/26/2024

Closing the efficiency gap between public and private markets

Private capital markets have taken huge strides forward over the past decade.

07/26/2024

The importance of customs data analytics

In today’s globalised economy, efficient customs processes are essential for businesses engaged in international trade.

07/26/2024

Why won’t wealth firms discuss complaints?

A recent report found that nearly one in five clients switched firms after poor complaints handling, but few want to speak about processes.

07/25/2024

Eurozone PMIs: Weak start to Q3 does not bode well for recovery

Similar to last months, activity in the eurozone services sector remained firmly in expansionary territory but did slow in pace.

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