03/10/2023
Where are the opportunities in fixed income?
After falling at the start of 2023, fixed income yields have been climbing again, reflecting worries over inflation and the potential for further monetary tightening.
Comment, Analysis & Research
03/10/2023
Family Offices Tend To Adopt Digital Technology In Their Operations – What Applies In Greece
With the advancement of technology and continuous developments, family offices have realized that they need to take the next step and proceed with digitizing their processes.
03/10/2023
The Ruffer Guide: The dangers of dancing
Investors are being lured back onto the dance floor by the siren song of Fomo, just when the music could be about to stop, writes Ruffer fund manager Duncan MacInnes.
03/09/2023
Regime shift: what it means for strategic asset allocation
In 2022 both equities and bonds fell in tandem, raising questions about the function of these assets within portfolios and their correlation. Should historic approaches to portfolio construction now be reconsidered?
03/09/2023
Philanthropy or the art of taming time
Pioneering spirits - Reflecting on time in the service of philanthropy with Croisine Martin-Roland.
03/08/2023
Investing in a multi-speed world
The global economy seems poised to operate at multiple speeds in the months ahead.
03/08/2023
Monthly global house view & investment perspectives
Markets raised expectations regarding the level at which interest rates will peak and also the length of time they will stay there, pushing bond yields higher across the term structure.
03/08/2023
Five Budget pledges that would benefit business
There have been some chinks of light since then: Global energy prices have fallen to pre Ukraine invasion levels
03/08/2023
Diversity and equality: The investment case
Longer-term societal changes underpin four global investment drivers, creating opportunities for companies that are more diverse and have robust human capital management policies and practices.
03/08/2023
Coutts MONTHLY UPDATE: Inflation – sticky, stubborn, and still a concern
Interest rates might have to rise a bit more than expected and stay there longer before inflation starts falling properly.
03/08/2023
UBP: The era of Swiss franc appreciation is over
The euro is set to outperform the franc after a decade-long appreciation, says UBP’s global head of forex strategy Peter Kinsella.
03/08/2023
'We want women to start their own financial journey'
Financial advice is all about meeting clients and taking them on a journey towards reaching their financial objectives and aspirations.
03/08/2023
The modern female investor: empowered, sustainable, goal-driven
Women are managing growing levels of wealth across many countries.
03/07/2023
Why UK real estate looks poised to recover
UK real estate has endured a tough nine months, but we think the makings of a recovery are starting to fall into place.
03/07/2023
How to implement your philanthropic ambitions
Another way is to create your own foundation or your own philanthropic endowment fund.
03/06/2023
Fund management: the importance of specialising in institutional clients
It is for this very reason that specialisation in fund management in this special category of clients is crucial.
03/06/2023
DWP data paints grim picture of the retirement landscape as 12.5m under save
If the government and general population do not start taking this seriously millions face a retirement in poverty relying on a meagre amount more than just the state pension.
03/06/2023
UBS publishes Annual Report and Sustainability Report 2022
The Annual Report presents fully audited results for the year ending 31 December 2022
03/06/2023
Structuring acquisitions around value
Specific valuation advice should be sought in each case, as the starting point of any transaction is a detailed review of the financial information of the target.
03/03/2023
Quilter’s six asks from the Budget
Below are three pension and three tax and financial planning asks that would help relieve some of the pressure of the cost of living crisis and address unfairness in the way the nation’s finances work.