Comment & Analysis Archives - Page 171 of 510

Chart of the week: Tech valuations are stretched. Manage tech exposure

May 19, 2023

Tech stocks have rallied this year, but we remain least preferred on the sector as valuations are stretched compared to history, versus other sectors, and in the context of real rates. We think investors should use the recent rally as an opportunity to review and manage their tech exposure. We see areas of opportunity […]

Comment & Analysis

UAE records world’s fastest growth rate in ultra-rich residents

May 19, 2023

The UAE recorded the world’s fastest growth rate in the number of ultra-rich individuals with an 18.1 per cent annual increase in 2022 as the Middle East region stood out with an impressive 16.9 growth in their population while across the globe their category has shrunk. Last year’s phenomenal surge in the number of […]

Comment & Analysis

The Big Interview: Mirabaud AM's CEO on why the Geneva-founded firm is a UK asset manager at heart

May 19, 2023

The last time Lionel Aeschlimann sat down for a Big Interview with Investment Week was nearly a decade ago. Only two years into the launch of Mirabaud Asset Management, he said the business was “a start-up with deep roots”. Founded in 1819, the Geneva-based private bank Mirabaud Group boasts of a long and successful […]

Comment & Analysis

7 things to consider before selling your startup

May 19, 2023

After years of gruelling work, sleepless nights and ups and downs, some entrepreneurs arrive at the end of the tunnel: their exit. While cashing out seems like an easy affair after many years of being stuck in the startup grind, this last hurdle comes with as many pitfalls as the previous ones. Few understand […]

Comment & Analysis

Big tech turnaround: what’s behind the recovery?

May 19, 2023

Big tech has enjoyed a resurgence this year. Seven large US companies (Apple, Microsoft, Alphabet, Amazon, Tesla, Netflix and Nvidia) have collectively returned 34% in the four months to 30 April 2023. Excluding these stocks, the remainder of the MSCI USA index has returned just 3%. The Big tech stocks were “pandemic winners” in […]

Comment & Analysis

The Gigantic Numbers Behind the UBS-CS Merger

May 18, 2023

Credit Suisse's takeover by UBS continues to generate all sorts of interesting numbers. finews.asia takes a look at some of the more adventurous ones. 35 Trillion Swiss francs of Derivatives This immense sum raised politicians' eyebrows in Bern after the Swiss Financial Market Supervisory Authority (Finma) recently brought the figure to the attention […]

Comment & Analysis

Lombard Odier partners with PensExpert to enhance pensions offering

May 18, 2023

Lombard Odier clients now have access to the pension solutions of PensExpert AG, one of the leading providers of tailored pension solutions in Switzerland and Germany. As one of the largest asset managers in the field of occupational and private pension provision, we partnered with PensExpert AG at the beginning of February 2023. This […]

Comment & Analysis

Really?

May 18, 2023

• The drop in US inflation leaves long-term interest rates closer to real returns but not quite • US inflation expectations are still on the rise potentially pushing the case that bonds yields are not yet attractive enough for wholesale buying. • Mixed economic data shows robust growth but clouds on the horizon from higher […]

Comment & Analysis

Knight Frank: Fewer Ultra-Rich in Hong Kong, China

May 18, 2023

Hong Kong and mainland China’s ultra-high net worth population fell in 2022 while their counterparts in Southeast Asia saw a rise, according to property consultancy Knight Frank. The number of ultra-high net worth individuals (UHNWI) in Hong Kong and mainland China fell 6 percent to 5,686 and 5.9 percent to 88,024, respectively, according to […]

Comment & Analysis

Philanthropic Giving Needs A Healthy Dose Of Innovation

May 18, 2023

Philanthropy could be faster on the uptake when it comes to deploying new processes and tools, especially when it comes to new technologies. When one thinks of someone’s family making a planned contribution to an organization of their choice, for example, the immediate mental picture is nearly always of someone sitting down, writing a […]

Comment & Analysis

Six charts that show how cheap UK equities are

May 18, 2023

Investor neglect of UK equities has pushed valuations to exceptionally cheap levels just about every way you look at them. They look particularly undervalued relative to the US, which now makes up a dominant 68% of developed markets, as represented by the MSCI World Index. The UK has sunk to a barely 4% weight. […]

Comment & Analysis

Will SJP’s move to the UAE impact the expat advice market?

May 18, 2023

The news that St James’s Place (SJP) had received an in-principle approval for a Dubai Financial Services Authority (DFSA) licence probably took no one by surprise. Every other month since time began, there have been rumours that SJP were getting a licence in the UAE advice market. But as exclusively revealed by International […]

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