Comment & Analysis

5091 articles found

Comment & Analysis

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

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 […]
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Comment & Analysis

Philanthropic Giving Needs A Healthy Dose Of Innovation

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 […]
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Comment & Analysis

Six charts that show how cheap UK equities are

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. […]
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Comment & Analysis

End to Swiss Bank Bailouts is Wishful Thinking

Politicians would do well to ask themselves how they will save the next bank in 15 years, observes finews.asia. The next crisis is not a question of if, but when.   UBS CEO Sergio Ermotti said recently following UBS's quarterly results that he will be glad when parliamentary elections are over in the fall. But […]
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Comment & Analysis

Working together across the client journey

Ensuring your clients always get the right advice at the right time is central to the professional adviser ethos. But what are the key trigger points that indicate that your client may need help from a financial planner or an investment manager and what should they look for in selecting one?   As professional advisers, […]
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Comment & Analysis

Earnings season: What does it tell us?

After every financial quarter, investors and analysts eagerly wait for the largest companies to report how well their businesses have performed over the previous three-month period. Companies announce their quarterly finances, the state of their respective sectors and whether they beat investors’ initial expectations.   But not only do they announce how well they’ve done […]
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Comment & Analysis

Including private investments in an asset allocation

As we look at the current market dynamics of high interest rates, prospect for lower economic growth, and higher correlation between stocks and bonds, we believe that investors today should look beyond the traditional stock-bond portfolio to one that includes alternatives, like private investments and hedge funds, which can provide diversity of returns and better […]
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Comment & Analysis

Commodities: a structural allocation for the next decade?

Are commodities staging a comeback? Commodities have come under greater scrutiny in recent months. Being one of the only winners in 2022, where most assets saw huge declines, investors have been asking if commodities should play a more strategic role in multi-asset portfolios.   The post-global financial crisis era saw an unprecedented period of loose […]
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Comment & Analysis

US’s ‘March’ bank crisis is likely to linger longer

Key takeaways US banks posted solid first-quarter earnings, but concerns over smaller lenders’ balance sheets persist Fed steps to stem contagion to the financial sector have helped; further actions may include higher deposit guarantees. However, tighter regulation is likely, and it will weigh on US banks’ profitability Tougher lending conditions are slowing economic activity. We […]
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