08/11/2022
'Good is bad, bad is good’ idea is too simplistic
The July payrolls report isn’t a game-changer, but it does impact the timing of a potential recession and could make a soft-landing more likely, not less.
Comment, Analysis & Research
08/11/2022
Biotech and the era of great liquidity
Initial public offerings and secondary offerings are the lifeblood of the biotech industry.
08/11/2022
A Challenges and an Opportunity
Last week’s US employment report had investors fretting about tight labour markets and the persistence of reasonable growth.
08/11/2022
Property values may be about to fall, but Derwent's demand remains high
Positive rental growth continues for the portfolio
08/11/2022
Real estate: five tips on mortgage loans
Their advantage is that the debt only accrues as and when invoices for the building work are received.
08/10/2022
Deutsche Bank adopts measures to further reduce its energy consumption
This is equivalent to the average annual consumption of around 1,600 two-person households.
08/10/2022
Are family businesses more resilient?
While the share prices of family-owned businesses slumped by 23.7 percent during the first phase of Covid, companies without a family shareholder saw their share prices drop even more – by 30.7 percent.
08/10/2022
Tentative dollar divergence, continued euro weakness
While acknowledging this tentative change in mood, we are not altering our broader dollar outlook for several reasons.
08/10/2022
Why Indosuez CIO moved back into tech and increased duration
As the narrative is shifting from inflation to global recession fears, the investment team is leaning on long duration assets.
08/10/2022
Quilter makes one-off cost-of-living payment to employees
Quilter wants to help employees mitigate the impact of price rises given the difficult economic backdrop, with inflation in the UK forecast by the Bank of England to top 11% later this year.
08/10/2022
Q2 2022 Wayfarer Quarterly Commentary - WHIreland
Inflation continued its rampage across the western world, hitting 40-year highs in the UK and US and the highest level in Europe since the inception of the Euro.
08/09/2022
Fitch Affirms Banque Pictet at 'AA-'; Outlook Stable
Stable and Diversified Business Model: Pictet is one of Switzerland's largest wealth managers, and its business model has performed well since the start of the pandemic.
08/09/2022
Gap between earnings expectations and economic reality narrows
To these fears are now added the risk of a recession as central banks try to slow economies with higher borrowing costs.
08/09/2022
England's elite hiding billions of inherited wealth
After calculating the expected flow of inherited wealth after 1920, and taking into account the impact of war and death taxes, he found that the declared wealth of certain elite families was significantly lower than expected.
08/08/2022
Cost of living: People turning back to cash as prices rise
Post offices handled £801m in personal cash withdrawals in July, the most since records began five years ago.
08/08/2022
Guernsey increases trade with UK by more than 18%
Britain imported goods worth just under £1 billion during the same period to Guernsey.
08/08/2022
Low Cost is not Low Price
“Just buy something for less than it’s worth.” - Warren Buffett in an address to the faculty of Notre Dame, 1991.
08/08/2022
Just over half of councils have started making payments from £1.5bn pandemic fund
Businesses outside the retail, hospitality and leisure sectors were not allowed to appeal their payments for business rates and were promised fund from a £1.5bn support package instead
08/05/2022
Slowdown or slump?
It is the savings (and borrowing) behavior of consumers that is likely to make the difference between a slowdown and a slump.
08/05/2022
Can long short funds offer a port in a stock market storm?
Many traditional sources of diversification are struggling in the current tough market environment. Long short equity funds could offer an alternative.