Comment & Analysis

5106 articles found

Comment & Analysis

Taking stock: Why we’re reducing our investment in equities

Our investment process is signalling a more balanced phase of the cycle. Policy is becoming less supportive and financial conditions are gradually tightening, reducing some of the tailwinds that have supported equities. We are therefore trimming our equity overweight and reallocating toward bonds. Within equities, we are reducing our US exposure to slightly below benchmark […]
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Comment & Analysis

Keir Starmer steps down as UK Prime Minister

Keir Starmer formally has announced his intention to step down as UK Prime Minister, with Labour set to choose a new leader before Parliament returns in September.    Andy Burnham remains the overwhelming favourite to succeed him, with prediction markets currently assigning him approximately a 96% probability of becoming the next Labour leader.    A […]
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Comment & Analysis

Allowing philanthropy to bloom as a long-term investment

The future of humanitarian aid may depend less on large institutions and more on trusted local organisations that understand communities from within.   Taban Shoresh has spent the past decade proving that point. The founder of The Lotus Flower was awarded an OBE in 2024 for services to refugees and displaced people and received the […]
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Comment & Analysis

How wealth managers are tackling data fragmentation

Data fragmentation continues to be a significant challenge faced by the wealth management sector. While many are looking to improve their infrastructure and move towards a unified data layer, what exactly does that look like?   Advisors across the industry are still stuck with time-consuming admin work that limits their capacity to handle high-value tasks, […]
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Comment & Analysis

Muzinich’s Torres makes the case for European private credit

European credit offers diversification away from US-centric risks. While the US market has become increasingly competitive, with tighter spreads and lower yields as more capital has flowed in, Europe remains relatively less crowded and more stable in spreads, especially in the lower mid-market segment.   “European private debt typically offers wider spreads and higher yields […]
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Comment & Analysis

Deutsche Bank joins Singapore’s gold clearing initiative as clearing member

Deutsche Bank has entered into a Memorandum of Understanding (MOU) with Singapore Exchange (SGX) and other industry participants to become a gold clearing bank and support the development of Loco Singapore, Singapore’s over-the-counter (OTC) gold clearing system.   Led by the Monetary Authority of Singapore (MAS) and the Singapore Bullion Market Association (SBMA), the initiative […]
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Comment & Analysis

The 2026 Australian Wealth Management Summit returns

The one-day summit will explore alternative investments from private equity and real assets to private credit, infrastructure, and digital assets which are playing an increasingly central role in institutional and wholesale strategies.     The 2026 program will feature keynote presentations and panels focused on the major trends transforming the industry, including:  Navigating a Fragmented Global Market: Where […]
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Comment & Analysis

Ultra-rich Americans are moving cash out of the market and hoarding historic levels. Here’s where they’re putting it

High net worth individuals — typically those with $1 million or more in investable assets — held large portions of their total portfolio in cash in 2024. According to a survey conducted by Goldman Sachs, wealthy individuals park roughly 20% of their net worth in cash and cash equivalent holdings (1).   Higher market volatility […]
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