Comment & Analysis

5103 articles found

Comment & Analysis

Why investors should diversify, rebalance, and hedge

The potential risks of portfolio concentration are rising. High energy prices are adding to uncertainty about the growth and inflation outlook. And concerns about the sustainability of AI capital spending and industry disruption risks have not gone away.   To participate in potential medium-term gains in stocks while managing specific risks, we favor hedging strategies […]
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Comment & Analysis

Baird recruits $1 billion investment advisory team in Indianapolis

Baird has recruited an Indiana investment advisory team from Goelzer Investment Management, where they managed about $1 billion. The HWB Partners group joined Baird’s Indianapolis office.   The team is led by directors Don Hutchinson, Dean Weseli, and Jeff Borgert, veteran advisors each with more than two decades of industry experience. Client assistants Megan French […]
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Comment & Analysis

What philanthropists need to know about Trump accounts

The philanthropy landscape is changing in ways that greatly extend the reach of charitable giving. This is welcome news for donors large and small. While traditional approaches such as direct grants and institutional donations continue to prevail, today’s philanthropists can draw on a broader toolkit to pursue their goals. Credit the complementary powers of financial […]
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Comment & Analysis

How is the new generation reshaping wealth allocation?

According to a recent study by Capgemini, $83.5 trillion in wealth is expected to be passed on to these younger generations by 2048*.    This phenomenon will have a significant impact on family governance, and consequently on decision-making processes, with a sometimes marked evolution in investment and asset management strategy, often in favor of alternative […]
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Comment & Analysis

Investec Alternatives reports record year for Direct Lending in 2025

More than €2bn of new capital partnerships and commitments secured across Investec’s European direct lending platform Record €1.1bn deployed across 54 investments Team reviewed around 550 investment opportunities in 2025 Investec Alternative Investment Management has announced a record year for its Direct Lending business in 2025, with over €2bn of new capital partnerships and commitments […]
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Comment & Analysis

Exploring ‘Silicon Valhalla’ – can AI be built in Europe?

key takeaways. Sweden and the Nordic region stand out as Europe’s tech success story, producing more billion dollar companies per capita than any other major European country Europe’s tech ecosystem is scaling quickly, now approaching USD 4 trillion in value and steadily gaining global market share A significant capital gap persists, with European founders far […]
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Comment & Analysis

How big a risk is private credit for banks?

A key focus as big US banks have reported first-quarter earnings this week has been their exposure to private credit. This follows a wave of redemptions from private credit funds and high-profile blowups at private credit-backed companies, such as First Brands and Tricolor.   The synchronised movements in the share prices of leading private credit […]
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Comment & Analysis

Europe to pivot to rate hikes, slowing growth

key takeaways. While Europe’s economy was in a decent place before the Middle East conflict, the energy shock will mean higher inflation, slower growth, and tighter monetary policy The European Central Bank is wary of being slow to act and allowing price pressures to spill over beyond the energy sector. We thus expect it to […]
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Comment & Analysis

EFG: US Exceptionalism Has Passed Its Peak

The era of Donald Trump has led to a fundamental tectonic shift in investor thinking. This is the key message of a white paper by an economist and a Swiss equities specialist at EFG. In contrast, Switzerland and its companies are seen as well positioned in the competitive landscape.   The dominance of the United […]
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