05/19/2022
The end of free money
The financial world is in the midst of a painful and unfamiliar transition.
Comment, Analysis & Research
05/18/2022
US inflation: Past the peak, but then what?
Also core inflation, which excludes energy and food, fell to 6.2%.
05/18/2022
Dollar strength broadens out
The reasons, in our view, include a mix of an escalation in the Ukraine-Russia conflict and further Chinese growth downgrades.
05/18/2022
The best countries for hiding wealth
President Joe Biden has made transparency reforms a key pillar of his foreign policy, vowing to tackle tax evasion and money laundering.
05/13/2022
Designing the New Workplace Model
A common thread throughout our panel discussion was change. Whatever your organization experienced during the pandemic, change was constant.
05/11/2022
Survey: Banking outpaces other industries in preparing to combat fraud and corruption
The survey also indicated that risk professionals believe that some investigative services firms fail to deliver value
05/10/2022
They Don’t’ Know What They are Doing
The equity market has traded sideways after recovering from the precipitous fall in mid- March.
05/09/2022
UBS Investor Sentiment: Investors Concerned About the War Yet Stay the Course with their Portfolios
The survey found business owners tempering their hiring and investment plans and are focusing on increasing their employee benefits, IT spending and upgrading talent.
05/09/2022
Review of the week: The dollar ascendant
US monetary policy is tightening, sending the greenback higher.
05/04/2022
How fast will the FOMC raise interest rates?
The episode that started in 2004 was a little longer, lasting 25 months.
04/29/2022
Today and beyond: The next generation challenges the status quo of family business
PwC’s Global NextGen Survey 2022
04/28/2022
Small business owners are more resilient, according to a Truist survey
Owners are concerned about the economy and inflation, but remain resilient
04/27/2022
A Market Without Bounds
The reality is staring people in the face, but as has been often the case, they prefer not to believe what they see.
04/26/2022
Funding obscured: The family office behind Musk's $44 bln Twitter buyout
Musk - who is also the chief executive of electric car maker Tesla Inc (TSLA.O) and aerospace company SpaceX - revealed in a regulatory filing last week that the social media company should reach out to its family office as a point of contact regarding hi
04/22/2022
Why do People Invest in OZ? Telling Responses from JTC’s Opportunity Zones Survey
The results of our in-depth OZ survey are in, and the full report shows what media coverage has gotten wrong about OZ investors.
04/21/2022
Wealth Management Divisions To Big Banks: ‘You’re Welcome’
The Federal Reserve has plans to raise interest rates and to quit buying mortgage-backed and Treasury bonds, and that could spell the end of what analyst Dick Bove calls “nirvana” for the units.
04/19/2022
System Failure, And A Means Of Escape
“Things are going to get a lot worse before they get worse.” - Lily Tomlin.
04/19/2022
How Technology Can Improve the Onboarding Process
Getting new investors onboarded quickly and easily could mean the difference in whether or not they choose to work with a fund manager, so finding ways to speed up the process and make it easier for investors could be an incredible value-add for fund mana
04/19/2022
Lazard's Quarterly Review of Shareholder Activism – Q1 2022
73 new campaigns launched globally in Q1 marks the busiest quarter on record and, when combined with Q4, the busiest six-month period for activism since 2018
04/13/2022
Inflation print will embolden Fed to be aggresive on interest rates
"The Federal Reserve will feel emboldened today to press ahead with its aggressive hiking of interest rates as it looks to combat inflation."