06/02/2022
Quality: the underappreciation of well-managed businesses
However, numerous studies reveal why high quality firms deliver strong returns in the absence of elevated (materialized) risks.
Comment, Analysis & Research
06/02/2022
Inflation, infrastructure and private equity – Q&A with Alexander Curry
The contractual framework of many infrastructure projects provides a degree of flexibility so as to permit rate changes where required to future proof such projects against interest rate rises and inflation.
06/01/2022
Three Opportunities
Vietnam continues to enjoy healthy capital inflows as overseas companies seek to diversify their Asian manufacturing bases away from China.
06/01/2022
Inflation across the eurozone
Why has inflation risen much more in some countries in the eurozone than in others? In this Macro Flash Note, EFG chief economist Stefan Gerlach explores this issue.
06/01/2022
Women investing earlier than men
The survey conducted by Janus Henderson Investment Trusts, was put to 1,008 UK Adults that held investment products in mid-January.
06/01/2022
Research shows female paraplanners much less likely to plan to become financial advisers than male counterparts
The data found that just 6% of female paraplanners said that they would like to go on to become a financial adviser while 17% said maybe.
05/31/2022
An interview with Sally Jones-Evans: Breaking down barriers in the male-dominated world of finance
We spoke with her to find out what she had seen on her journey into senior management
05/31/2022
Your KID’s Second-Term Report
A new Morningstar Policy Research paper explores the changes that product managers must prepare and the new information that investors will see.
05/30/2022
4 ways leaders can strengthen Europe's economic resilience
When the EU activated its Temporary Protection Directive, it provided all Ukrainian refugees with a residency permit for up to three years, access to education and employment as well as free movement across the EU.
05/30/2022
New IPO Trophies for the Spanish Exchange: with Flying Colors
The Spanish stock exchange has double reason to celebrate, with the introduction of two new IPO trophies: one for the growth-oriented market (BME Growth), and one for the main market.
05/30/2022
The Great Disappointment
“Unsubstantiated, shrill, partisan, self-serving, apocalyptic warnings are ALWAYS wrong.” - Stuart Kirk, (former ?) global head of responsible investing at HSBC Asset Management, at a Financial Times ‘Moral Money’ event, Thursday 1
05/27/2022
Survey highlights need for business action on data transfers
The legislation requires exporters to ensure, via the legal tools available to them, that the transferred data is governed in accordance with the data protection standards that apply in the UK.
05/26/2022
Markets on Target for Further Downside
Last week, the US market delivered a salutary lesson for investors on the downside risks to analysts’ corporate profits forecasts for 2022.
05/26/2022
Director Dialogue: how do we tackle climate challenges?
With the number of AGM votes on climate rapidly increasing, we sum up the big issues and Schroders’ approach.
05/25/2022
Will inflation offer Switzerland a window to escape negative interest rates?
Inflationary pressures may give Switzerland an opportunity.
05/25/2022
“I am not holding my breath for a soft landing”
The interest rate trend reversal, rising inflation due to high energy and food prices, and, not least, the war in Ukraine have triggered a new phase on money and financial markets.
05/25/2022
Gender Diversity and Dealmaking 2022: Research Results
Historic M&A activity from the second half of 2020 set the stage for the research
05/24/2022
Opening remarks at OeNB monetary policy panel by Andrew Bailey
The Bank of England will, as always, take monetary policy decisions to ensure that the inflation target is met over the medium term.
05/24/2022
Is the UK at risk of recession?
The Bank of England recently updated its growth projections in its May monetary policy report, forecasting a contraction in GDP in 2023. In this Macro Flash Note, Sam Jochim looks at the uncertainty surrounding these projections and the main headwinds fac
05/24/2022
Tragedy
“We must realize that growth is but an adolescent phase of life which stops when physical maturity is reached. If growth continues in the period of maturity it is called obesity or cancer.” - Albert A. Bartlett.