03/14/2023
Strategy blog: Banking stress containable
Its large investment portfolio was particularly exposed to longer-dated bonds, with little hedging to protect against rising policy rates.
Comment, Analysis & Research
03/14/2023
JTC Raises Over £100000 Through Employee-Led Fundraising Initiative
JTC also made donations to support all the selected charities, with the Isle of Man team receiving an additional £500 donation towards their chosen charity for 2023 in recognition of being the Group’s ‘top fundraiser’ per employee.
03/14/2023
No Bonuses for Credit Suisse Executive Board
Nevertheless, salaries for management did not fall as quickly as in 2021, because the fixed salary component was raised in total from 29.5 million to 32.2 million Swiss francs, corresponding to the total compensation for the past year.
03/14/2023
Silicon Valley Bank: What happened and what’s the investor impact?
The main reason this was necessary is because the bank invested deposits in long duration (interest rate sensitive) bonds when interest rates were very low.
03/14/2023
Most expensive house sales by area revealed
London predictably sits top of the table as the region to have seen the most expensive home sold in 2022.
03/14/2023
Division and optimism in the Spear’s Property Survey 2023
The Spear’s research unit tapped into this deep resource of knowledge to get an idea of how the most rarefied reaches of the property market have changed – and how conditions may soon evolve.
03/13/2023
CEOs worldwide see growth opportunities despite adversity
2022 was a challenging year for businesses around the world, to say the least.
03/13/2023
Asset Management: We need to talk about London
An influential group of City of London chief executives has called on Jeremy Hunt to enact reforms aimed at releasing more investor capital to support UK companies and boost the economy.
03/13/2023
Knight Frank comes up with puzzling estimate for number of ultra-rich Romanians
The figures are in line with the wide income disparity in Romania, which is the widest in the entire European Union.
03/13/2023
‘The state must not fix everything’: Raiffeisen CIO on SVB collapse
Matthias Geissbühler said that surging interest rates would cause collateral damage, including among banks such as Silicon Valley Bank which had not managed risk effectively.
03/10/2023
Where are the opportunities in fixed income?
After falling at the start of 2023, fixed income yields have been climbing again, reflecting worries over inflation and the potential for further monetary tightening.
03/10/2023
Family Offices Tend To Adopt Digital Technology In Their Operations – What Applies In Greece
With the advancement of technology and continuous developments, family offices have realized that they need to take the next step and proceed with digitizing their processes.
03/10/2023
The Ruffer Guide: The dangers of dancing
Investors are being lured back onto the dance floor by the siren song of Fomo, just when the music could be about to stop, writes Ruffer fund manager Duncan MacInnes.
03/09/2023
Regime shift: what it means for strategic asset allocation
In 2022 both equities and bonds fell in tandem, raising questions about the function of these assets within portfolios and their correlation. Should historic approaches to portfolio construction now be reconsidered?
03/09/2023
Philanthropy or the art of taming time
Pioneering spirits - Reflecting on time in the service of philanthropy with Croisine Martin-Roland.
03/08/2023
Investing in a multi-speed world
The global economy seems poised to operate at multiple speeds in the months ahead.
03/08/2023
Monthly global house view & investment perspectives
Markets raised expectations regarding the level at which interest rates will peak and also the length of time they will stay there, pushing bond yields higher across the term structure.
03/08/2023
Five Budget pledges that would benefit business
There have been some chinks of light since then: Global energy prices have fallen to pre Ukraine invasion levels
03/08/2023
Diversity and equality: The investment case
Longer-term societal changes underpin four global investment drivers, creating opportunities for companies that are more diverse and have robust human capital management policies and practices.
03/08/2023
Coutts MONTHLY UPDATE: Inflation – sticky, stubborn, and still a concern
Interest rates might have to rise a bit more than expected and stay there longer before inflation starts falling properly.