04/21/2022
The real cost of funding
In the latest instalment of Simply Put, we explore the difference between macro and market real rates, and consider why market real rates are more influential for equities during periods of high inflation.
Comment, Analysis & Research
04/21/2022
UK property transactions slow as cost of living squeeze tightens
“UK monthly property transactions have continued to slow, though pre-pandemic norms remain a long way off."
04/21/2022
Schroders Greencoat comments on the UK's Energy Security Strategy
Most gas in the UK is used for space heating or industrial processes, with relatively little used for making electricity.
04/21/2022
Ortec Finance selected in the WealthTech100 list as one of the world’s most innovative WealthTech Company in 2022
This year’s list highlights the 100 most innovative technology solution providers that are tackling digital transformation challenges and opportunities faced by investment firms, private banks and financial advisors.
04/20/2022
Russia’s war on Ukraine is shifting the investment landscape
Philip Saunders, Co-Head of Multi-Asset Growth discusses the dramatic policy shift towards defence and energy spending in Europe, and explains why the conflict may mark a turning point in the world’s reliance on the US currency.
04/20/2022
UK Domiciled vs NonDom status – a guide to rules and tax implications
It therefore seems timely, as part of our fortnightly Private Wealth Planning series, for Frederick Bjorn to answer your questions on the topic.
04/20/2022
The case for real estate amid rising rates and inflation
Slowly shifting investor appetite will nevertheless leave select real estate markets, especially in European rented commercial and logistic property, as a partial hedge against inflation.
04/20/2022
IFAs hire older female administrators to avoid children interfering
As a result, her employer adopted a new hiring policy in order to, in her words, “mitigate future similar disruption within the administration team”.
04/20/2022
Pictet AM's Barton forecasts growth in EM green bond issuance in 2022
'Big uptake' in social bonds
04/20/2022
Why the housing market may not fall into recession next year
Sarah Coles, personal finance analyst at Hargreaves Lansdown, is a little more sanguine on the outlook for the market.
04/20/2022
Why Guernsey and Jersey Offer a Valuable Alternative to Luxembourg For Private Funds
In the growing area of private funds – funds open only to qualified, sophisticated investors with a lighter-touch regulatory model – the Channel Islands of Guernsey and Jersey are providing a valuable alternative.
04/20/2022
Sweden’s Article 8 dominance: miracle or mirage?
Over 90% of Swedish funds are classified as Article 8, whereas the European average is 24%. Some have argued that this substantial lead is due to discrepancies in SFDR interpretation, rather than a more sustainable offering.
04/19/2022
System Failure, And A Means Of Escape
“Things are going to get a lot worse before they get worse.” - Lily Tomlin.
04/19/2022
Covid: Fewer than half of companies cut executive pay in response to pandemic
Research from the High Pay Centre found the firms that did reduce the pay of bosses had more women directors
04/19/2022
How these nine private bank CIOs are positioned for inflation
Investment chiefs of Europe’s biggest private banks are not expecting stagflation to take hold but are braced for tougher times ahead in European markets.
04/19/2022
Are you ready for the new beneficiaries of wealth?
It was an important client and Alan worked overtime to get everything in order for the client’s loved ones, including valuable life policies and death in service benefit.
04/19/2022
AJ Bell: Six of ESG funds’ top 10 stocks are tech giants
Four of the so-called ‘Big Five’ tech stocks - Microsoft, Alphabet, Apple and Amazon - make up 10 of the top stocks held by ESG funds.
04/19/2022
Review of the week: A muddled view
The war in Ukraine has dampened global growth as waves of COVID-19 continue to roll across the world. Meanwhile, politics is back to the fore in Europe and America.
04/18/2022
UK employers offer average 2.8% pay rise to staff, survey shows
While bigger pay rises would help ease the cost of living squeeze being felt by most British workers
04/18/2022
Graduate bankers demand £60,000 salaries
Battle for talent pushes up pay for entry-level City workers by more than a quarter