03/16/2023
SJP 2023 Budget Analysis: A Budget for Growth
The changes and what they mean for financial planning strategy
Comment, Analysis & Research
03/16/2023
Three European Banks to Hedge Against Silicon Valley Bank Fallout
These banks are well-capitalized and may be less prone to credit contagion.
03/16/2023
How a weaker US dollar would hit Swiss equities: J Safra Sarasin
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
UK Budget: Chancellor’s attempts to lift medium-term growth are unlikely to succeed
Despite a raft of measures to boost growth, and positive short-term news from the OBR, we think the outlook for the UK remains challenging.
03/15/2023
Tight labour market poses rates conundrum, while economic inactivity eases ahead of budget
The Bank faces something of a conundrum about whether to hold rates and inject some stability or to continue to fight inflationary fires.
03/15/2023
Market volatility expected as debt ceiling impasse looms on the horizon
The UBS Chief Investment Office (CIO) provides guidance in the event of a last-minute settlement that raises the debt ceiling as well as a failure by Congress to do so.
03/15/2023
Pension savers could gain £180k if lifetime allowance moves to £1.8m
Initial cost estimates, as well as the Treasury’s own budget policy costings, are inherently open to a high degree of uncertainty in this area though.
03/15/2023
Ask the experts: How will ESG investing weather a recession?
Every month, Portfolio Adviser asks a cross section of industry commentators for their views on the same topic
03/15/2023
How to ensure true client-centricity
The country hit flu season just as NHS waiting times hit a record high, with 7.2 million people waiting to start routine treatment as of the end of October, according to the British Medical Association.
03/14/2023
COVID-19 Luxembourg Update: Exceptional Measures Applicable to Companies Ends
The period of application of the exceptional measures provided for by the law was extended several times during COVID-19 and finally ended on 31 December 2022 in view of the improvement in the overall health situation.
03/14/2023
Strategy blog: Banking stress containable
Its large investment portfolio was particularly exposed to longer-dated bonds, with little hedging to protect against rising policy rates.
03/14/2023
JTC Raises Over £100000 Through Employee-Led Fundraising Initiative
JTC also made donations to support all the selected charities, with the Isle of Man team receiving an additional £500 donation towards their chosen charity for 2023 in recognition of being the Group’s ‘top fundraiser’ per employee.
03/14/2023
No Bonuses for Credit Suisse Executive Board
Nevertheless, salaries for management did not fall as quickly as in 2021, because the fixed salary component was raised in total from 29.5 million to 32.2 million Swiss francs, corresponding to the total compensation for the past year.
03/14/2023
Silicon Valley Bank: What happened and what’s the investor impact?
The main reason this was necessary is because the bank invested deposits in long duration (interest rate sensitive) bonds when interest rates were very low.
03/14/2023
Most expensive house sales by area revealed
London predictably sits top of the table as the region to have seen the most expensive home sold in 2022.
03/14/2023
Division and optimism in the Spear’s Property Survey 2023
The Spear’s research unit tapped into this deep resource of knowledge to get an idea of how the most rarefied reaches of the property market have changed – and how conditions may soon evolve.
03/13/2023
CEOs worldwide see growth opportunities despite adversity
2022 was a challenging year for businesses around the world, to say the least.
03/13/2023
Asset Management: We need to talk about London
An influential group of City of London chief executives has called on Jeremy Hunt to enact reforms aimed at releasing more investor capital to support UK companies and boost the economy.
03/13/2023
Knight Frank comes up with puzzling estimate for number of ultra-rich Romanians
The figures are in line with the wide income disparity in Romania, which is the widest in the entire European Union.
03/13/2023
‘The state must not fix everything’: Raiffeisen CIO on SVB collapse
Matthias Geissbühler said that surging interest rates would cause collateral damage, including among banks such as Silicon Valley Bank which had not managed risk effectively.