Managers of Wealth Americas

ETFs 2026: The next big leap

The global ETF market has built up phenomenal momentum over the past five years.

Supply chains and US inflation by Stefan Gerlach, EFG

The Covid pandemic has led to a surge in inflation, particularly in the US.

Financials: rising rates & digital opportunities

The bank of tomorrow will be more digital, faster and cheaper, and will also require regulation to protect consumers who are chasing competitive pricing and convenience. Innovative incumbent banks are well-positioned for the future.

Managing the downturn

The Bank of England hiked a further 25bp as expected last week, but with four out of nine committee members voting for a 50bp

The Future of Money: Gearing up for Central Bank Digital Currency

By Kristalina Georgieva, IMF Managing Director Atlantic Council, Washington, DC

How wealth management technology solutions are changing the industry

Wealth Managers were also tasked with strengthening their operations and increasing their productivity amidst decreasing profits and rising regulations in the industry.

Top Investment Professionals Say Investors Are Overexposed to Risky Assets, Finds Natixis Investment Managers Survey

Increased volatility, correction in stocks, tech and cryptocurrencies predicted; Rates, inflation and valuations top portfolio risks

SS&C Intralinks 2022 Debt Capital Markets Investor Survey Reveals Growth Plans

The survey found continued growth in the space, with portfolio allocations to debt expected to double this year.

Making sense of corporate bond softness

Given concerns surrounding inflation momentum and the resulting moves in government bond markets, we have not been surprised to see elevated volatility in credit markets.

Global M&A Outlook 2022

Our annual M&A review covers key trends like ESG, activist investors and security screening as the post-Covid rebound drives acquirers back to the party

How Much Is Technology Reshaping The Wealth Management Ecosystem?

Finally, the new generation of investors who value holistic advice is often juggling multiple investing strategies with conflicting goals.

Need-a-source: What Canadians need to know this RRSP season

When it comes to investment know-how, Canadians are truly split, with only half of survey respondents (50 per cent) claiming to be confident in their level of investment knowledge, and nearly four in 10 (37 per cent) saying they're not confident they

Central Bankers - Tigers Still With No Teeth

The markets saw the Fed meeting as hawkish, but what did investors expect?

Why Gryphin Advantage expects to exceed its aggressive growth targets this year

Its new president has only been in situ for five months, but is already seeing results

What follows one of the worst Januarys in history?

While the most recent episode of such a large January drop was in 2009 in the midst of the Global Financial Crisis, a look across the decade of events highlights a number of commonalities as well as differences that can help us understand what might lie a

Metaverse real estate sales top $500 million, and are projected to double this year

Sales of real estate in the metaverse topped $500 million last year and could double this year, according to investors and analytics firms.

43% of Americans Want to Save More in 2022

It's nice to see most of those surveyed feel optimistic about their financial position in the new year.

Study Highlighting Independent Advisor Growth Opportunities

% of advisors say better technology tools would improve client acquisition 64% of advisors report an increased interest in cryptocurrency from clients Client-facing tools are the number one area for technology improvement for advisors under the age of 45

Does it make sense for Canadians in their 60s to make RRSP contributions?

“Whether they should be making [RRSP] contributions … comes down to what their marginal tax rate is at in their 60s, versus what they expect it will be when they’re forced to convert into a [registered retirement income fund (RRIF)] at

American Express Chief Colleague Diversity, Equity, & Inclusion and Talent Officer Sonia Cargan Explains What It Takes to Impactfully Progress DE&I in the Workplace

For an interview with BLACK ENTERPRISE, Cargan shares the importance of a holistic strategy, transparency, feedback, and accountability

Comment, Analysis & Research