Comment & Analysis

5085 articles found

Hong Kong Asset Management and Private Equity Outlook

Welcome to the Hong Kong Asset Management and Private Equity Outlook, where we review the major trends and consider the developments that lie ahead for the industry.   Assets under management for Hong Kong’s asset and wealth management industry rose 20% to a record HKD 42,202 billion in 2025, surpassing the previous peak set in […]

Bank stocks have further to run

key takeaways. Large US banks have reported exceptional earnings, and valuations have also risen, leading to questions over the sustainability of both trends Some drivers of second quarter strength will not be repeated. However, we see robust earnings growth ahead for US and European banks, given a solid economic backdrop and improving loan growth, with […]

Wrestling with data in private markets

As investors increasingly blend traditional and alternative assets, professional fund investors face a dual challenge: navigating vast return dispersion while wrestling with fragmented, non-standardised performance data. In a crowded market of thousands of illiquid funds, mastering the manager interview process is critical.   With the rapid expansion of private markets, crucial questions arise…  What are […]

With a $15 billion net worth, Palantir CEO Alex Karp predicts he will get 20x richer from AI—but that middle-class workers will get just modest raises

The artificial intelligence boom has propelled Palantir’s market value to roughly $322 billion—and pushed CEO Alex Karp‘s net worth to about $15 billion. But the 58-year-old has just warned that the wealth imbalance generated by AI is only going to get worse.   “The biggest problem in this country is [AI] will raise the standard […]

Redemption of UBS Group AG senior unsecured notes

UBS has announced its intention to redeem the total outstanding US$1,750,000,000 Fixed Rate/Fixed Rate Callable Senior Notes due August 2027 with ISIN US902613AS79 / USH42097DK09 (the "2022 Senior Notes”) on the optional redemption date, 5 August 2026. The last trading day of the 2022 Senior Notes will be 3 August 2026.    The 2022 Senior […]
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