- Managers of Wealth - Europe - Wealth, private banking and asset management news and opinion

UK and India begin free trade talks

The UK and India have begun free trade agreement talks in Delhi aiming to sign a deal by end of the year, which will increase bilateral trade by billions of pounds.

European dividends anticipated to hit record high in 2022

8% growth

Three key ways to revitalise investment and support mental health. What’s next for Philanthropy and Impact Investing?

Nevertheless, the subject remains taboo in many circles and in different parts of the world.

Exploring Banking: A Post-Covid Industry Trend View

What’s more, face-to-face cooperation increased in complexity throughout the pandemic

Blockchain and beyond: what’s driving FinTech in 2022?

In this year’s outlook, we expect blockchain to be adopted more broadly, and other trends like embedded finance and open banking to accelerate.

Rising rates don’t yet turn the tide for investors

Haunted by 2013’s ‘taper tantrum,’ the US Federal Reserve has worked hard to signal monetary policy changes through the pandemic.

Back to the 90s: Inflation hits 30-year high with worse to come

It’s not so much Silence of the Lambs now but Silence of the Doves.

Will Spiking Bonds Yields disrupt the rally in Stocks?

The outlook for 2022 is already quite different from the scenarios most investors were anticipating to unfold less than a month ago.

JP Morgan and Rothschild & Co top M&A financial advisers by value and volume in Europe for 2021, finds GlobalData

Rothschild & Co occupied the fourth position by value followed by Citi with 75 deals worth $162.7bn.

Confidence and Cash - Betting on the Global Recovery

Calastone Global Fund Flows Report

Digital Transformation Being Pushed at Faster Rate by Financial Services Firms, New Broadridge Survey Finds

Increase in implementation and interest in AI, the Cloud and blockchain

Brexit Gives €200 Billion Boost to Balance Sheets of Irish Banks

Balance sheets of lenders under SSM supervision rise 67%

Investment Review - Ruffer

All these factors are threats to capital values, at a time when those assets are partying. Our view is this is no time for exuberance – it is a time to keep safe.

Ruffer: ‘There appears to be a lot of froth’ in the market

Investors have poured more than $1tn (£73bn) into equity funds in the past 12 months - more than the combined inflows of the past 19 years.

3 Trends in Automation: Evolving to a New Normal

Intelligent automation and transformation are important components that ensure hybrid models are efficient and secure

Review of the week: Just like the old days

With COVID cases starting to roll over – in the UK at least – and investors settling down for some old-fashioned Fed watching, everyone is hoping 2022 will be a bit more like pre-pandemic times.

Will spiking bonds yields disrupt the rally in stocks?

The market is pricing in many more rate hikes than before. Within the first two weeks of the year, the market has shifted its stance to expecting four rate hikes from the Fed this year.

CI: What’s on the tax horizon for 2022

Timing for implementation of Pillar 2 across all countries is tight, with the Income Inclusion Rule being scheduled to take effect from 2023.

ECB’s cheap loans will return this year, Credit Agricole says

The bank is expected to start pumping out cheap liquidity again in order to support financial institutions

Brighter outlook after the fourth wave

The potential for a recovery later in 2022 remains and we see overall GDP growth at around 4.5% for the advanced economies and slightly faster than that in the emerging economies.

Comment, Analysis & Research