Comment & Analysis Archives - Page 177 of 515

The impacts of inflation on charities reserves

May 11, 2023

For the majority of charities, their income will largely come from a combination of donations, and grants, with any further spending coming from their existing pool of reserves.

Comment & Analysis

Generating consistent returns with SMID caps

May 11, 2023

In return, the partnership enables UBP’s clients to access a world-class equity specialist with a twenty-year track record of consistently delivering alpha across a range of market conditions and cycles.

Comment & Analysis

Diversify into emerging markets with a sustainability lens

May 10, 2023

ESG leader EM strategies have outperformed their traditional counterpart MSCI Emerging Markets Index, and currently have favorable valuations.

Comment & Analysis

Our latest luxury London property insight

May 10, 2023

What happened in Q1 and where might the market go from here? Here’s our latest insight on London’s prime property sector.

Comment & Analysis

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”.

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