Three must-see charts this month
Our analysis of bull markets shows that they tend to be led by a concentrated group of stocks.
Comment & Analysis
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Schroders unveils European Equity Impact strategy in response to client demand
The investment process includes extensive due diligence in the form of proprietary impact scorecards
Here’s why wealth managers like to hire ex-athletes
In his view, athletes bring a unique set of skills that align perfectly with his firm’s values and operational goals.
US$ 4.4bn Of Private Capital Globally Is Set To Be Invested In Dubai’s Residential Property Market
Dubai has taken pole position as the most preferred emirate in the UAE for HNWI’s globally to purchase real estate.
Is it time to look at the UK?
This is often overlooked by a common mistaken belief that buying a great business automatically means that you will get great returns.
Landmark Broadridge Study of More than 40 Million U.S. Retail Investors Highlights the Dramatic Shifts in How Americans Invest
The rise of younger investors and self-directed investing has led to asset managers, broker-dealers and advisors evolving their practices to better serve a more diverse class of investors across generations.
Equity markets should see further upside in 2024
With the US stock market facing near-term pressures from slower economic activity, we tactically lower our portfolio exposure here to strategic levels and increase exposure to UK stocks.
Can women really have it all?
Charlotte Tague, Investment Director at Investec Wealth & Investment (UK), talks about the unique difficulties facing mothers in the workplace and some developments to consider going forward.
No Easy Bets Except maybe in Tech
April retail sales growth too fell short of expectations, and downward revisions to previous months’ data added weight to the concerns surrounding consumers’ spending power.
The effects of a general election on the new tax year, according to LGT Wealth Management’s David Lane
This time, we have David Lane, Partner and Technical Director at LGT Wealth Management. David shares some advice for the new tax year and weighs in on the effects of a potential general election.
To scale or not to scale a growing advice practice?
In particular, scaling up as a boutique advice firm can present advantages, such as servicing a greater number of clients, but also requires additional time and expenses.
Private Equity Is No Place for Your Clients' Retirement Money
Yes, public markets are risky, but at least they are transparent. And they remain the best option for all but the most experienced investors.