- Managers of Wealth - Europe - Wealth, private banking and asset management news and opinion

Confidence and Cash - Betting on the Global Recovery

Calastone Global Fund Flows Report

Digital Transformation Being Pushed at Faster Rate by Financial Services Firms, New Broadridge Survey Finds

Increase in implementation and interest in AI, the Cloud and blockchain

Brexit Gives €200 Billion Boost to Balance Sheets of Irish Banks

Balance sheets of lenders under SSM supervision rise 67%

Investment Review - Ruffer

All these factors are threats to capital values, at a time when those assets are partying. Our view is this is no time for exuberance – it is a time to keep safe.

Ruffer: ‘There appears to be a lot of froth’ in the market

Investors have poured more than $1tn (£73bn) into equity funds in the past 12 months - more than the combined inflows of the past 19 years.

3 Trends in Automation: Evolving to a New Normal

Intelligent automation and transformation are important components that ensure hybrid models are efficient and secure

Review of the week: Just like the old days

With COVID cases starting to roll over – in the UK at least – and investors settling down for some old-fashioned Fed watching, everyone is hoping 2022 will be a bit more like pre-pandemic times.

Will spiking bonds yields disrupt the rally in stocks?

The market is pricing in many more rate hikes than before. Within the first two weeks of the year, the market has shifted its stance to expecting four rate hikes from the Fed this year.

CI: What’s on the tax horizon for 2022

Timing for implementation of Pillar 2 across all countries is tight, with the Income Inclusion Rule being scheduled to take effect from 2023.

ECB’s cheap loans will return this year, Credit Agricole says

The bank is expected to start pumping out cheap liquidity again in order to support financial institutions

Brighter outlook after the fourth wave

The potential for a recovery later in 2022 remains and we see overall GDP growth at around 4.5% for the advanced economies and slightly faster than that in the emerging economies.

EFG’s 2022 perspectives: Global growth set to continue, inflation to be transitory

Inflation will be the main concern for central banks when setting their monetary policy in the coming year.

UK economy returns to pre-pandemic heights

The economy now stands 0.7% larger than in February 2020, thanks to an upward revision in the growth rate in October.

Blue Monday: Quilter offers free mental wellbeing talks to help advisers beat the blues

The pandemic has been an extremely challenging time for everyone, and not least for financial advisers, who have had to cope with increased demands and workloads, while assisting clients as they too navigated the difficult circumstances.

The rise and rise of private equity

The sector has clearly demonstrated resilience to the effects of the pandemic, and so will this upward trajectory continue in 2022?

Four multi-asset perspectives on inflation

We also provide a summary of our investment research – a hallmark of our investment practice, as we often integrate findings into our management of portfolios.

Pandemic to endemic; living with infection, inflation and higher rates

As a result, the new strain may do little more than slow, rather than stall further economic growth, as markets focus on high inflation and the end of central banks’ asset purchases.

Brits saved £4bn due to Omicron fears ahead of looming cost of living crisis

1% of people cancelled bigger plans over Christmas, resulting in savings of over £1,000.

Central Banks, Not Covid, Will Drive Global Economies in 2022

From 2023 onward, most agree, growth will return to its long-term norm of around 3.5%, as if Covid never happened.

Global M&A Insights: Technology deals dominate in 2021

We also look into the reasons behind record capital raising by technology companies, the considerations required for AI due diligence and talent retention in technology acquisitions, and the global trend for growing government intervention on sensitive tr

Comment, Analysis & Research