03/07/2024
Earnings season: 'Magnificent 7' steal the show
During a somewhat bleak earnings season, the US tech giants managed to salvage some positivity for stock markets in the first quarter of the year.
Comment & Analysis
03/07/2024
Monthly update: Strong economic outlook keeps markets moving forward
Stock markets spurred by strong macroeconomic data and positive earnings season despite major economies falling into technical recession.
03/06/2024
Latest news from Tatton Investment Management: Winners and losers of stabilising yields
Interest rates and yields appear close to equilibrium levels, a state of relative steadiness which enables activity to happen.
03/06/2024
Morgan Stanley’s wealth-management unit is a key growth area, analysts say
Jefferies analyst Daniel Fannon praises bank’s ‘large wealth management opportunity’
03/06/2024
Quilter delivers a 25% increase in adjusted profit to £167 million and a five percentage point improvement in the operating margin to 27%
Although higher than expected interest rates in 2023 led to a squeeze in consumer incomes and reduced propensity to invest, we benefitted from higher investment returns on shareholder funds.
03/06/2024
BNP Paribas Asset Management study shows steady growth in female board membership despite regional disparities
Ahead of the 2024 annual general meeting season, BNPP AM reiterates its commitment to diversity, one of the pillars of its Global Sustainability Strategy.
03/06/2024
UBS boss Sergio Ermotti warns of the dominance of US banks
It's a shame that it always takes a crisis to create something meaningful.
03/06/2024
Do women investors really think differently to men?
There are also indications that women try to invest in women.
03/06/2024
A cut above: Charles Sanford on why HNW clients choose LGT Wealth Management
Charles Sanford, partner at LGT Wealth Management, believes a client-driven over product-driven approach is key
03/05/2024
Does your CEO need a brand shrink?
Brand consulting firms typically address large projects and operate organization-to-organization.
03/05/2024
Rethink Perspectives: 2024 – a year of economic normalisation, despite the geopolitical uncertainties
When will central banks start lowering interest rates?
03/05/2024
Higher interest rates driving UK pension scheme demand for fixed income end-game solutions
As a response to funding changes, 83% of schemes are defining an end-game strategy, with a 53/47 split between buyout and low dependency.
03/04/2024
After he dies, Warren Buffett says 90% of his wife's inheritance will go into this one investment — and it's not Berkshire Hathaway. Here's why, plus 1 extra tool to transfer wealth
Given the astonishing track record, one might assume that Buffett would want this successful trajectory to continue through his estate after his passing.
03/04/2024
Markets focusing on better US prospects
Inflation has continued to fall in the Eurozone, but the core reading (excluding food and energy) remained just above 3% last week.
03/04/2024
Despite low inflation, SNB interest rate hopes are premature
The reason for this should not necessarily be found in the domestic price development.
03/04/2024
These banks paid the highest wages in the exceptional year of 2023
But based on the key figures reported for the past financial year, it is now possible to estimate which bankers the cornucopia was distributed to.
03/04/2024
Three wealth mistakes of Succession's Roy family
The sentence is one of several harsh outbursts from super-rich media mogul Roy.
03/04/2024
Lombard Odier’s historic headquarters take centre stage in the FT’s HTSI magazine
The refined interior design details found throughout the building also garner a mention in Jo Ellison’s editor’s letter, where she outlines our long-standing Genevan roots and expertise.
03/01/2024
Lazard's Strategic Overhaul of Mid Wynd Portfolio Spurs Growth: 35 New Holdings Added
This move aligns with Lazard's Global Quality Growth strategy, focusing on sustainable high returns on capital.
03/01/2024
Why Pictet’s bond boss is moving from ‘barbell to belly’ bets
Andres Sanchez Balcazar says the investment case for holding a mix of cash and illiquid assets has weakened.