03/23/2022
Heightened Risks Undermine “Buy the Dip”
The “buy the dip” mentality appears to be ignoring the fundamental changes under way around the world.
Comment, Analysis & Research
03/23/2022
Mirova CEO challenges fund industry bodies for weak response on Ukraine
Philippe Zaouati says the investment community has more freedom to make decisions than banking, and industry bodies have been slow to give guidance.
03/23/2022
Wealth Management: Shifting from product-centric to customer-centric
ESG is increasingly a key expectation across all client.
03/23/2022
Sunak looks to ease pressure on squeezed UK consumers
A cut in fuel duty will be welcome to UK households, but only partly offsets the pressures from inflation and tax increases.
03/23/2022
Spring Statement 2022: Rishi Sunak’s New Tax Plan and What it Means for UK Businesses
This will align the new levy with the income tax personal allowance so that anyone with earnings of less than that amount should not pay any tax at all.
03/22/2022
What’s up with inflation and are we entering a new fixed income mini cycle
As you know, we thought inflation was more permanent than transitory last year. The market moved quickly to take that on board.
03/22/2022
Adapting to the risk of stagflation shock
The whirlwind of excess fiscal stimulus, the demand shock and surging inflation have been fuelling the persistent inflation narrative.
03/22/2022
Fancy a 46-ton Russian tank? Ukrainian farmers are auctioning confiscated battle tanks via NFT to raise money to rebuild their nation.
A minimum bid of 250 Ethereum has been set for the auction, which roughly equals $700000 according to current conversion rates.
03/22/2022
Regulation fatigue and inflation top worry list for asset management CEOs
BNY Mellon’s Hanneke Smits, Feri’s CEO Marcel Renné, and ALFI’s deputy director Marc-André Bechet outlined the biggest challenges investors face in 2022
03/21/2022
Signal Failure by Tim Price
The word “propaganda” used to have a comparatively innocent meaning. It was how the Church sought a way of propagating the faith. Then came the ‘Great War’..
03/21/2022
Average house price in Great Britain exceeds £350,000 for first time
Asking prices up 1.7% in March, biggest monthly rise for this time of year in 18 years, according to Rightmove
03/21/2022
Deutsche Bank CEO warns of economic fallout from war
They do enormous harm to the Russian economy.
03/21/2022
ECB will react to second-round inflation effects - Handelsblatt
"But according to our observations, those facing these margin calls have so far been able to meet them," he said.
03/21/2022
Heightened Risks Undermine 'Buy the Dip' by Gary Dugan
The central banks are justified in their worries about inflation.
03/21/2022
Fidelity International: 50% of clients want paper comms
Clients can decide how they would like to receive communications through their online account, and manage or update their preferences at any stage.”
03/18/2022
A Changing Landscape by Coutts
Russia’s invasion of Ukraine and the ongoing rise in inflation have unsettled financial markets around the world.
03/18/2022
'Sustainable' funds are no more green than traditional products, study finds
So-called "green revenue" is the percentage of sales generated from products that benefit the environment such as with cleaner water or contribute to mitigating climate change.
03/18/2022
EFG International: Ukraine Update
With the war in Ukraine ongoing, Sam Jochim summarises recent military and political developments and their potential impacts on markets in this Macro Flash Note.
03/18/2022
2022 UK Morningstar Awards Nominees Announced
Morningstar Awards for Investing Excellence
03/18/2022
‘We are horrified and deeply concerned about the Russian invasion’
We are horrified and deeply concerned about the Russian invasion of Ukraine and the ensuing crisis.