Managers of Wealth Americas

How to Help Middle-Rich Clients

Techniques to help minimize estate tax liability for the merely rich, without the cutting-edge strategies often used by the ultra-wealthy.

Ten Trends For Wealth Management In 2023

Wealth managers have two choices: recalibrate their business models and accelerate their structural reform efforts, or risk falling behind.

Inflation slows again at the end of 2022 and clears path for slower Fed rate hikes

U.S. stocks rose slightly after the report. Wall Street hopes easing inflation will allow the Federal Reserve to end a cycle of interest-rate hikes soon before they tip the economy into recession.

BofA downgrades UK asset managers over recession risks and weak flows

Schroders and Ninety One

Shaping 2023

While we accept that inflation appears to have peaked, we remain concerned that the market is still attributing a lower probability to inflation persisting at a level that will unnerve the global central banks.

A sudden loss of wealth is devastating. These financial advisers know how to help people get their portfolios back on track.

Financial advisers can't work magic, but they can provide perspective and emotional support

Has inflation finally peaked?

“Inflation will continue to roll over. We believe inflation peaked in June,” said Nancy Tengler, CEO and chief investment officer with Laffer Tengler Investments, in a report.

Quarterly markets review - Q4 2022

A look back at markets in Q4, when shares made strong gains.

Next-gens welcome risk and encourage impact and innovation as they prepare for succession

With an increased tolerance for risk, coupled with a clear understanding of sustainable investing, digital assets / new tech and philanthropy, many feel they are in a strong position to grow their families’ wealth.

The Time to Pass On Wealth Is Now, Wealth Managers Say

The threshold for the individual estate-and-gift-tax exemption has more than doubled to $12.9 million since 2011, but it's slated to be halved in three years, according to Bloomberg.

Big Short’s Michael Burry calls second ‘inflation spike’

Burry previously described markets in 2021 as a “speculative bubble”

First impressions

That hawkish pivot drove cross-asset performance all year—the result of the Fed tightening financial conditions to slow the economy and bring inflation down.

JPMorgan’s Cembalest Says Fed Will ‘Pause’ Rate Hikes This Spring

The strategist argues that a major growth slowdown is ahead for Europe and the U.S. as monetary and fiscal policies shift and globalization declines.

Robertson Stephens' Stuart Katz: Answering Key Questions Heading Into 2023

The strategic segment covers cash needs expected in 1-2 years, which allows for investment in a separately managed fixed-income account strategy that seeks higher yield while still maintaining a focus on capital preservation.

What are central banks and why are they so important?

Central banks do all of this independently of the political group in power in any given country, as they aim to ensure the stability of the financial system.

QE infinity set the stage for ‘funky businesses out of the Bahamas’: Mussie Kidane

The Pictet North American Advisors chief investment officer said that 2022 had been a radical rupture from the previous era.

Should UK philanthropy follow the US model?

But experts say there is work to be done to turn this burst in charitable giving spurred by the pandemic, into a sustained culture of philanthropy in the UK.

Elon Musk has suffered the 'biggest loss of wealth in modern history' this year

The 51-year-old had faced problems with Tesla due to China's severe lockdown restrictions, their biggest market outside of the US, as per the Sydney Morning Herald.

Goldman Sachs CEO expects layoffs in first half of January: report

Goldman reintroduced performance reviews in 2022, after suspending them during the pandemic.

Credit Market Cracks Widen as Distressed Debt Nears $650 Billion

The strains in the credit market are largely linked to aggressive rate increases by the Federal Reserve and central banks around the world.

Comment, Analysis & Research