05/10/2023
Morningstar analyst Jack Fletcher-Price believes the £1.2bn fund’s focus on dividend growth should reward investors in the long-term, after its assets slide to a third of 2020 peak.
05/10/2023
Five key things I took away from a recent discussion on the increasingly important investment theme of natural capital.
05/09/2023
Nearly half of high-net-worth investors plan to change or add wealth relationships over the next two years, according to a 2022 survey by PwC.
05/09/2023
The US breached its USD 31.4 trillion debt ceiling in January, and the nation now owes more than USD 31.7 trillion, and counting.
05/09/2023
'' In Switzerland, Indosuez weathered the financial turbulence ''
05/09/2023
While a renaissance for cheaper stocks has helped performance at Invesco, the group admits that few of its funds are consistently beating their benchmark in its latest value assessment report.
05/08/2023
David Durlacher says that despite Julius Baer’s century-old history, the firm is prioritising the next generation of investors, looking for authenticity over tradition.
05/08/2023
Wine enthusiast and head of Australia fixed income at UBS asset management,Tim Van Klaveren, is pessimistic about inflation and says the next leg of the cycle “is probably back up”.
05/08/2023
He explains where the volume will come from and why a second major wave of outflows is looming at Credit Suisse.
05/08/2023
Some people believe it was the Credit Suisse name itself that generated confusion among investors, encouraging them to link the institution’s difficulties to the entire sector.
05/08/2023
“After our statement was issued, the researcher wrote to MHA to say that he had been misquoted by the media," Home Affairs and Law Minister K Shanmugam said in Parliament on Monday (May 8).
05/05/2023
The study also examines why the investment strategy of collective and joint institutions barely differs from that of other pension funds, despite the fact that they have a younger age structure, for example.
05/05/2023
Fine art, long seen as a stable asset class that performs independently of other investments, is king for many rich clients, according to Bank of America's Head of Art Services Drew Watson.
05/05/2023
In honor of Star Wars Day (May the Fourth be with you!), let's ignore Han Solo's request (“Never tell me the odds!”) and look at the historical probability of gains and losses for the S&P 500, using different time horizons.
05/05/2023
The banker also describes the essential role of oil companies in this transition and asserts that a bank should not have a prescriptive or moralising role when it comes to sustainable finance.
05/05/2023
With China witnessing massive wealth creation, developing succession plans with support from professional institutions will help entrepreneurs better realise their goals, says Jackie Mau.
05/04/2023
As business owners look forward to the celebrations, SMEs across the hospitality and leisure sector expect the long weekend to bring in an additional £180 million2 of revenue.
05/04/2023
There are effectively two types of errors that plague decision makers – errors of omission and errors of commission.
05/04/2023
Euro small-cap and sovereign opps fund
05/04/2023
Corporate bonds can play a valuable role in portfolios in a wide range of market circumstances. But exactly how a credit portfolio is best positioned depends on what’s happening to interest rates, inflation and economic growth.