Comment & Analysis Archives - Page 177 of 515

Morningstar analysts back Trojan Income despite poor performance

May 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.

Comment & Analysis

How investible is natural capital?

May 10, 2023

Five key things I took away from a recent discussion on the increasingly important investment theme of natural capital.

Comment & Analysis

Winning HNW Clients Can Take Years: RayJay FAs

May 9, 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.

Comment & Analysis

Exclusive interview with Marc-André Poirier, Indosuez Switzerland CEO, with Agefi

May 9, 2023

'' In Switzerland, Indosuez weathered the financial turbulence ''

Comment & Analysis

US threatens to put debt ceiling through breakpoint test

May 9, 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.

Comment & Analysis

Invesco places £3.6bn UK income fund duo ‘under close review’

May 9, 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.

Comment & Analysis

Julius Baer UK CEO: We mustn’t ‘patronise’ the next generation

May 8, 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.

Comment & Analysis

Why higher prices and rates are the new normal

May 8, 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”.

Comment & Analysis

Romeo Lacher: «This bothers me personally»

May 8, 2023

He explains where the volume will come from and why a second major wave of outflows is looming at Credit Suisse.

Comment & Analysis

“The Credit Suisse crisis isn’t destroying faith in the Swiss model” – Frédéric Rochat, Managing Partner

May 8, 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.

Comment & Analysis

Researcher claims to be 'misquoted' in media report on high net worth foreigners becoming citizens

May 8, 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).

Comment & Analysis

Pension Fund Study 2023: Collective and joint institutions gaining ground

May 5, 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.

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