12/08/2022
MPS Offerings Are Cheap - But Watch The Returns
It turns out managed portfolio returns are not quite living up to Morningstar’s category indices, at least not for allocation categories – which is most of the market.
Comment, Analysis & Research
12/08/2022
Women in banking expect bonuses to rise by more than men this year
Men expect an increase too, but theirs is only 4.4%.
12/07/2022
David Miller arrives as Credit Suisse faces possible staff shortages
Several of the salespeople were let go, but the traders and the analysts seem to have left of their own accords and had new jobs to go to.
12/07/2022
Schroder Investment Solutions expands distribution reach of Model Portfolio Service
The MPS is now available on a total of 14 platforms across the UK market.
12/07/2022
Reconciling business and sobriety: twenty great business leaders share their vision
What sobriety for companies? Twenty great French leaders express their vision
12/07/2022
Morningstar Launches New Research Portal for Financial Advisors, with Independent Research and Insights at Center
The new research platform's actionable interface helps investment professionals deliver personalized advice to clients
12/06/2022
A bridge over troubled waters
The long-established dynamic is that central banks write between the lines and markets read between the lines.
12/06/2022
New NHS pension plans underwhelming and add unnecessary complexity
There are huge waiting lists throughout the NHS, so forcing a reduction in capacity on doctors who might be more than happy to continue to working at 100% is an odd decision by the DHSC.
12/06/2022
IBM research highlights 'disconnect' between banks and Gen-Z
On the flipside, the research also showed that traditional banks command greater trust amongst younger consumers
12/06/2022
Europe’s banking and payments industry IT hiring activity drops 13.6% in November 2022
Computer and Information Analysts registered a share of 11.65% in November 2022, a 34.28% decline over the previous month.
12/05/2022
Safeguard a child’s financial future this Christmas with one of these seven tax-friendly gifts
As the cost-of-living crisis threatens household budgets up and down the country, shoring up the financial future of your children and other young family members has never felt more important
12/02/2022
Schroders UK Financial Adviser Survey 2022: More than half of advisers have seen clients change investment plans as capital losses top concerns
The survey also found that a significant number of advisers have increased client holdings in cash and alternatives over the past 12 months, while 20% intend to reduce cash holdings next year in favour of equities.
12/02/2022
Asia Wealth swings to first half loss due to exposure to weak yen
The company reported that the foreign currency exchange loss in the first half had widened from USD197,409 from USD52,948 a year ago.
12/02/2022
House price growth slows, but dip may be short term
Instead of suffering the cost of moving during the cost-of-living crisis people are opting to batten down the hatches and ride out the cost-of-living storm.
12/01/2022
Half of businesses lose competitive edge amid talent shortage
A mounting body of evidence suggests that this is because, for all the world beating technology firms can now lay their hands on, they are failing to source the right human abilities to complement it.
12/01/2022
High Noon for Axel Lehmann
Although Lehmann did not directly refer to the current turmoil at Credit Suisse, his appearance was so confident and calm that one could only marvel, reported one participant at the event.
12/01/2022
Irish women retire with 80% of the wealth of men
The analysis also found that the gender wealth disparities grew with seniority.
12/01/2022
‘I expect landmines to go off’: GAM investments head on credit risk
David Dowsett warned that there could be trouble in private markets and areas of saving which have built up a lot of long duration exposure.
12/01/2022
Head of Deutsche Bank annoyed with the ECB
The banks concerned had previously defended themselves against excessive interference by the central bank in day-to-day business.
11/30/2022
“Incentives are needed to encourage the sustainability transition” – an interview with Patrick Odier, our Senior Managing Partner
The US Inflation Reduction Act (IRA) is a huge, unprecedented programme of environmental and social reform through several hundred billion dollars of investment.