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.
Comment, Analysis & Research
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.
11/30/2022
Europe's banks to set aside higher bad loan provisions as recession looms
IFRS 9 specifies how an entity should classify and measure financial assets, financial liabilities and some contracts to buy or sell nonfinancial items.
11/30/2022
2023: The point of new returns?
The first phase of the year should see the final leg in the upside to rates and in the downside to growth.
11/30/2022
Schroders Global Investor Study 2022: People still expect improved investment performance despite economic uncertainty
By contrast, people in Italy and France were more cautious – expecting returns of 9.8% and 9.2% respectively.
11/29/2022
Stop blaming millennials and start investing in them
Choosing experiences over goods
11/29/2022
Private markets allocation boom may be 'overblown'
RBC BlueBay research suggests
11/29/2022
Are investment trusts trading on big discounts 'bargains'?
The average investment company discount has widened more than 10 percentage points from 3.6% on 31 December 2021 to 14.3% on 18 November 2022, the Association of Investment Companies revealed recently.
11/29/2022
Wealth managers ‘regularly surprised’ by clients’ investment decisions – Oxford Risk research
This is compared to just 8% who say they are never surprised by clients’ decisions.
11/29/2022
‘The year ahead promises to be much more positive for markets’
The bullish prediction for 2023 by Nigel Green, Chief Executive of deVere Group, comes as investors look ahead after a rough year for markets triggered by headwinds
11/29/2022
How has weaker growth and higher inflation impacted stock market performance?
During this period of low-growth and high-inflation, our article takes a look at the market impacts and examines the weaker sectors against those showing more resilience.
11/28/2022
Success of Capgemini’s 9th Employee Share Ownership Plan
This ninth employee shareholding plan was subscribed to by more than 50,000 employees in the 29 participating countries.
11/28/2022
Wealth transfer top priority for UK adults, study finds
This was followed by leaving behind a property that they own (36%) and a lump sum or investments that can be inherited (25%).
11/28/2022
The most important words in investment – and Life
“There’s always something to do.”
11/25/2022
Why Amundi is downgrading €45bn worth of Article 9 funds
Industry uncertainty and discrepancies on how to define sustainability make Article 9 reclassifications a matter of responsibility, according to Amundi's chief responsible investment officer.
11/23/2022
Schroders Capital launches UK Real Estate Impact Fund
Geographically, it will predominantly target areas defined as deprived by the UK Government.
11/23/2022
Benchmark announces another two investments with Advison and Chartered Independent deals
The businesses represent two very different journeys for the owners, demonstrating Benchmark’s flexible approach to supporting advisers on their individual business needs.