04/19/2023
How to build a Liquidity strategy
Historically, well-diversified balanced portfolios have fully recovered their losses within 3-5 years, even after a serious bear market decline.
Comment & Analysis
04/19/2023
Where are the best investment opportunities in China?
China’s reopening after Covid lockdowns has attracted considerable investor attention, but there are longer-term trends to consider too.
04/18/2023
Buffett Shows Investors How to Broaden Their Horizons
High-quality companies can be found outside the US, and often at cheaper prices.
04/18/2023
It's time to go back and understand that annuity market again
We've been through a period where drawdown has been very prevalent, annuities perhaps weren't offering that value.
04/18/2023
Global art market sales reach $67.8bn, study shows
Outside large sales, overall auction returns were 'subdued' in 2022, the Art Market/UBS report finds
04/17/2023
Bentham Asset Management announces global income PIE fund in NZ
The fund is structured as a portfolio investment entity and a New Zealand managed fund vehicle.
04/17/2023
Private Markets: attractive opportunities in the coming vintages
Private Markets have a history of strong performances following peak equity markets and even during recessions.
04/17/2023
Is Another Former High-Flier Returning to UBS?
In early April, UBS announced it was bringing back Swiss Re chairman Sergio Ermotti as CEO to lead its acquisition and integration of Credit Suisse Group.
04/17/2023
Why are wealth management firms ignoring their own succession planning advice?
Financial firms often tell their clients about the importance of succession planning.
04/14/2023
Julius Baer Chairman Resets Firm on Acquisition Course
That suggests after years of enforced abstinence from major transactions, the bank is once again on the acquisition path.
04/14/2023
Why Brazil could prove a major headache in UBS's takeover of Credit Suisse
Despite UBS acquiring Credit Suisse, in Brazil the latter is larger.
04/14/2023
Philip Adler: «No Asset is More Valuable Than Clients’ Trust»
Universal banks often raise that money in the capital markets, with all the risks that imply.
04/13/2023
CIO Lens Q2 2023: when rising rates bite
With companies and markets still adjusting to the reality of higher interest rates, it has been a volatile start to 2023.
04/13/2023
Pause or hike, caution is still warranted
But irrespective of whether the Fed delivers a further rate increase, we see reasons to be cautious about the outlook for the US economy and corporate earnings.
04/13/2023
JO Hambro UK Equity Income ends 10-year volatile Abrdn affair
Citywire + rated fund managers Clive Beagles and James Lowen have sold out of long-term holding Abrdn following the recent rally in its share price.
04/13/2023
Raiffeisen Transaction Price Index: Swiss home market still not out of step
The higher level of mortgage interest rates is still not disrupting the Swiss home market.
04/13/2023
Wealth managers turn to tech to tackle suitability challenge
The study with wealth managers who collectively manage assets of around €565 billion shows widespread dissatisfaction with existing suitability assessments during recent financial shocks, including the COVID-19 pandemic and ongoing volatility coupled
04/12/2023
The great misfortune of Jean-Pierre Mustier
The company will not complete any merger before the May 3 deadline
04/12/2023
The 5 Wealthiest and 5 Fastest-Growing US Cities for Millionaires
The USA accounts for 32% of total global wealth and 36% of the world’s millionaires.
04/12/2023
Swiss Parliament has Blunt Words for UBS
A hot topic is the domination of the Swiss banking industry by a single major bank that could develop concentrated market power in certain industry segments.