Comment & Analysis Archives - Page 177 of 516

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 […]

Comment & Analysis

End to Swiss Bank Bailouts is Wishful Thinking

May 17, 2023

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 […]

Comment & Analysis

Working together across the client journey

May 17, 2023

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, […]

Comment & Analysis

Schroders wins gender diversity award for Best overall Board and Exco

May 16, 2023

The Best overall Board and Exco award celebrated our work to close the gender diversity gap at senior levels of business, including achieving a 50/50 gender split on our Board. It also recognises our ongoing commitment to do more to increase gender diversity across all seniority levels, including setting clear targets, holding ourselves accountable, […]

Comment & Analysis

Strategies Ultrahigh Net Worth Individuals Use To Build And Keep Their Wealth

May 16, 2023

Many people chalk up the success of ultrahigh net worth individuals (UHNWI) to luck or trust funds, but the truth is, most of these people have common characteristics and strategies when it comes to guarding and growing their wealth. And I’m not talking about obvious habits like “start investing early,” which I’ve read in […]

Comment & Analysis

Earnings season: What does it tell us?

May 16, 2023

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 […]

Comment & Analysis

Including private investments in an asset allocation

May 16, 2023

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 […]

Comment & Analysis

Commodities: a structural allocation for the next decade?

May 16, 2023

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 […]

Comment & Analysis

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

May 16, 2023

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 […]