03/31/2023
As customers 'unbundle' their banking services, they crave personalized interactions with their banks, giving traditional institutions a chance to win them back
03/30/2023
As a result, we think it's time to increase exposure to bonds and investors holding excess cash should consider opportunities to lock in today's yields.
03/28/2023
The bigger concern for voters is the effect that recent bank failures could have on the larger economy.
03/28/2023
Financial markets remain unsettled by the lack of clarity on the government willingness to guarantee customer deposits
03/27/2023
The latest data suggests that partially empty office towers—a feature of city-centers with the rise of remote work—may remain that way.
03/24/2023
At the same time, the cumulative wealth of the top ten billionaires in the UK has grown from £48 billion in 2009 to £182 billion in 2022 - an increase of 281 percent.
03/22/2023
The report also predicts that as stocks bottom out, growth sectors will be the first to regain footing, followed by cyclicals.
03/22/2023
Our risk-first approach and thoughtful stock selection helped us deliver stable post-fee performance in our flagship schemes as can be seen in the table below.
03/21/2023
Tremors in the banking system started with the failure of California-based Silicon Valley Bank (SVB) on 10 March.
03/20/2023
These are companies with good records for increasing payouts that Petersen expects to continue doing so over the next three years.
03/17/2023
Team members should feel safe sharing ideas and constructive feedback
03/16/2023
The implosion of SVB – a storied US financial institution – has more to do with how it was run than it’s about the broader financial services industry.
03/16/2023
The Swiss stock market’s performance is strongly correlated to the US dollar, a factor often overlooked by investors, according to Karsten Junius and Wolf von Rotberg.
03/16/2023
The report emphasizes that emerging market companies currently underperform compared with developed market peers across each of the ESG pillars, according to widely accepted rankings from various agencies.
03/15/2023
Five US insurers have equity exposures concentrated in the broader bank and trust sector greater than their capital, and 17 have exposures totalling at least half their capital.
03/15/2023
Much of the predicted turmoil never came to fruition — but asset owners were ready to act.
03/14/2023
The failure of the bank last week sent shockwaves through the tech industry, as many startups and tech companies relied on the bank for financing.
03/09/2023
The report, which is based on the responses of 120 family offices and private individuals, found that the primary motivation for investing in private equity is enhanced long-term portfolio returns.
03/09/2023
But the road to recovery is a long one uphill, it warns
03/09/2023
This fear that investors have got ahead of fundamentals has already prompted luminaries like JPMorgan CEO Jamie Dimon into warning gains have been premature.