Comment & Analysis

5176 articles found

Slower, not weaker: What our growth indicator is telling us

Our proprietary economic growth indicator has moved from a period of economic expansion to one of slower growth momentum, signalling that growth is still improving but at a more measured pace. An earlier tightening signal from our policy indicator pointed to a less supportive backdrop. Pressure is now visible in interest-rate-sensitive areas, particularly housing, but […]

Altiant global luxury and asset management (GLAM) monitor

Welcome to the newest edition of Altiant’s Global Luxury and Asset Management (GLAM) Monitor. The monitor focuses on the behaviours and sentiments of our panel of validated global affluent/High Net Worth Individuals.    For GLAM, we have now conducted 15,000 interviews to construct a comprehensive and evolving view of luxury sentiment and behaviour. The eight […]

Are millennials failing to protect their future?

At a glance Many people assume insurance is something they can think about later, so they don’t take the time to understand how it could protect them and their loved ones. There are different types of insurance available, covering a wide range of circumstances, priorities and needs. It’s common to wait until a major milestone […]

Curation tips for building an investment-grade wine cellar

Fine wine occupies a unique space at the intersection of passion and investment. Much like art or classic cars, wine offers both appreciative pleasure and long-term value potential.   Each wine is defined by its ability to age, becoming rarer, and consequently more valuable over time. However, value creation must respect certain rules and a […]

Hong Kong Asset Management and Private Equity Outlook

Welcome to the Hong Kong Asset Management and Private Equity Outlook, where we review the major trends and consider the developments that lie ahead for the industry.   Assets under management for Hong Kong’s asset and wealth management industry rose 20% to a record HKD 42,202 billion in 2025, surpassing the previous peak set in […]

Bank stocks have further to run

key takeaways. Large US banks have reported exceptional earnings, and valuations have also risen, leading to questions over the sustainability of both trends Some drivers of second quarter strength will not be repeated. However, we see robust earnings growth ahead for US and European banks, given a solid economic backdrop and improving loan growth, with […]
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