Comment & Analysis Archives - Page 200 of 528

Vietnam among top five property investment destinations for wealthy Singaporeans

March 10, 2023

Managing director of Knight Frank Vietnam, Alex Crane, said foreign investors have special interest in the Vietnamese property market as shown by large private property investments last year.

Comment & Analysis

Where are the opportunities in fixed income?

March 10, 2023

After falling at the start of 2023, fixed income yields have been climbing again, reflecting worries over inflation and the potential for further monetary tightening.

Comment & Analysis

The Ruffer Guide: The dangers of dancing

March 10, 2023

Investors are being lured back onto the dance floor by the siren song of Fomo, just when the music could be about to stop, writes Ruffer fund manager Duncan MacInnes.

Comment & Analysis

What the world’s ultra-rich are buying in 2023

March 10, 2023

Among Australian ultra-high-net-worth individuals (UHNWIs), the top three investments of passion in 2022 were art, cars and coloured diamonds, and for 2023, it’s set to be art, wine and jewellery.

Comment & Analysis

Regime shift: what it means for strategic asset allocation

March 9, 2023

In 2022 both equities and bonds fell in tandem, raising questions about the function of these assets within portfolios and their correlation. Should historic approaches to portfolio construction now be reconsidered?

Comment & Analysis

BNP to relocate most HK workers out of Central

March 9, 2023

The move is set to happen as soon as next year, and some bankers might stay behind in the Central building, the people said.

Comment & Analysis

Quilter Investors lowers fixed ongoing charge for Cirilium portfolio range

March 9, 2023

The change in costs does not impact the investment universe available to the portfolio managers and comes as part of a broader series of enhancements to the range.

Comment & Analysis

Monthly global house view & investment perspectives

March 8, 2023

Markets raised expectations regarding the level at which interest rates will peak and also the length of time they will stay there, pushing bond yields higher across the term structure.

Comment & Analysis

Investing in a multi-speed world

March 8, 2023

The global economy seems poised to operate at multiple speeds in the months ahead.

Comment & Analysis

Will growth outperform further?

March 8, 2023

An environment of stubborn inflation and higher interest rates should support value stocks’ renewed outperformance in the months ahead.

Comment & Analysis

Five Budget pledges that would benefit business

March 8, 2023

There have been some chinks of light since then: Global energy prices have fallen to pre Ukraine invasion levels,

Comment & Analysis

Diversity and equality: The investment case

March 8, 2023

Longer-term societal changes underpin four global investment drivers, creating opportunities for companies that are more diverse and have robust human capital management policies and practices.

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