02/04/2013
Time for a cease fire in the global “currency war” - Coutts
Recent euro strength should also reverse in coming months as economic and political headwinds re-emerge. This suggests moderate dollar gains as the US outlook improves.
Comment & Analysis
02/04/2013
A few high conviction emerging markets - Esty Dwek, Investment Strategist, HSBC Private Bank
Our preference for the emerging market (EM) assets – be it equities, bonds or currencies
02/04/2013
New research from Credit Suisse and London Business School
Based on 113 years of international evidence, the Credit Suisse Global Investment Returns Yearbook examines how stocks and bonds might perform in a world witnessing a resurgence of risk appetite and concerns about inflation.
02/04/2013
Can Old Mutual Global Investors become a top 5 player in the UK?
OMGI is the result of a merger between Old Mutual Asset Managers UK
02/03/2013
Gung Xi Fa Cai (May Prosperity be with you) by Justin Urquhart Stewart
A date for a celebration is next Sunday (the 10th) when we can welcome the Chinese lunar New Year, say goodbye to the Dragon and hello to the Year of the Water Snake.
02/03/2013
2 Charts That Will Make Gold Bulls Furious
The anti-gold bandwagon is getting more and more crowded
02/03/2013
Ethics at Barclays Went Into the Shredder
There are two ways to look at the news that Antony Jenkins, the chief executive officer of Barclays Plc, will turn down his $1.6 million bonus this year.
02/03/2013
Global View from Asia - Gary Dugan, CIO, Asia & Middle East, Coutts
As the first month of the year comes to an end, a couple of questions are coming to mind.
02/03/2013
View from Psigma - Currently Markets are like Crystal, and break easily
We currently believe that the global economy has started a cyclical improvement and confidence is generally improving, meaning that we should have a higher tolerance for equities.
02/03/2013
FX update from J.P. Morgan Private Bank
Since the creation of the OMT (Outright Monetary Transactions) the marked fall in peripheral yields suggests that the risk the euro area posed to the global economy has decreased.
02/02/2013
Diversify your wealth this year and pay attention to Asian equities
He notes that Asia has had a good run in the property market
01/31/2013
Wealth-management products present little risk to China’s financial sector
Wealth-management products—short-term investments that offer some of the security of a bank deposit with higher returns—have grown rapidly in importance in China’s financial sector. Some analysts estimate the total outstanding at more th
01/31/2013
Schroders: Currency Wars - comment by Keith Wade and Clive Dennis
The New Year has seen a deal to avoid the fiscal cliff in the US, an easing of bank regulations and the adoption of a more aggressive inflation target in Japan. Policymakers have continued where they left off in 2012: prioritising growth and dampening vol
01/30/2013
Coutts Wealth Watch: Bullish overtones for European equities
European fourth-quarter earnings are set to disappoint but we expect the pace of earnings downgrades to slow in 2013. Earnings could even turn positive given most of the bad news
01/29/2013
Offshore trusts – no consultation, no explanation and now retrospective taxation… by Gary Heynes
HMRC has suddenly – and very quietly - announced changes to offshore trusts. But these changes will mean that many people will suddenly find themselves in a taxable position with no consultation, no explanation for the change, and no opportunity to
01/29/2013
Over USD1.1 trillion in HNW AUM changes hands in 2008-2012 through M&A as global valuation averages have halved
M&A has long been considered an enabler to jump start growth at wealth management firms across the globe.
01/28/2013
Wealth Management for China's Richest: An Industry With a Great Future
This article is by Alex Pigliucci, the global managing director of Accenture Wealth and Asset Management Services.
01/28/2013
Every Hedge Fund Manager In The World Is Probably Mad At George Soros Right Now
Everyone knows that overall hedge fund performance has been lackluster since the financial crisis, but there are differing explanations as to why.
01/28/2013
Wealth managers have taken on bad habits
Financial advisers come in for a lot of stick these days. So do fund managers.
01/27/2013
UBS Chairman proposes industry-wide settlement over Libor
UBS Chairman Axel Weber raised the possibility of an industry-wide settlement for the rest of the banks involved in the Libor rate fixing scandal at a meeting of top bankers in Davos, sources familiar with the matter said.