Managers of Wealth Americas

US Wealth Technology Landscape Report

The report is based on The Wealth Mosaic’s fast-growing website and will be updated and released annually.

Powell Signals “Green for Go” by Gary Dugan

To the concern of equity markets globally, Fed Chair Powell was clear in his message after this week’s Fed policy meeting that there was no prospect of rate hikes this year because it saw no clear inflation risk. For 2022 and 2023

Robeco survey reveals big investor shift on climate change and decarbonization

Nearly all respondents indicated that they already have a formal policy on climate change in place or that climate will be integrated as part of a broader sustainability policy in the near future.

The disinformation age has arrived. Are you ready?

Similar techniques on the same distribution channels are being adapted for use in corporate disinformation campaigns.

Advisor Success Hinges On Team Culture, Communication

The pandemic forced advisors to re-evaluate how they work and communicate.

Women are more financially stressed than ever. Here’s how to overcome it

Balancing work and caregiving responsibilities, the ability to managing day-to-day expenses and job security also weighed heavily on their minds.

Will the Fed Twist or Stand? By Gary Dugan

Fed meets this week. Will they twist QE to suppress long term US yields?

PwC 24th Annual Global CEO Survey

A leadership agenda to take on tomorrow

How COVID Infected the World of Work (In a Good Way)

While enjoying a newly energized love of family, working from home with screaming kids and barking dogs can take its toll on our cognitive and emotional stability.

Get Ready World, The Roaring 20s Is Coming Back!

The U.S. has three viable vaccines at its disposal and some semblance of a national plan to administer them in a coordinated and equitable way.

Comment: Are the stars finally aligned for emerging markets?

The effective management of the health crisis has had a strong positive impact on emerging economies.

PwC : Three quarters of CEOs predict a return to growth in 2021

The percentage of CEOs expressing confidence in growth is up from 22% in 2020 and 42% in 2019, representing the highest level of optimism since the survey started asking this question in 2012.

IBM Study Finds Advancing Women is Not a Top Priority for 70 Percent of Global Organizations Surveyed

The study also shares the actions that can help drive bold and sustainable change in business, with learnings from companies who rank gender inclusivity as a top business priority.

Investor fears rise over recession, bear market as coronavirus spreads in U.S.

Rabobank in a note earlier this week said the initial strategy in most Western countries, which was to do nothing and tell people all is well, was not effective.

International Women's Day Summit 2021: Amplifying Her Voice

Global investment into women led companies has reached an all-time low during 2020.

Study predicts bank branches in the US to be closed by 2034

The study also surveyed 1,114 US residents on the state and future of banking, and their attitudes towards banking in a branch.

The Threats to Recovery

Many of the monetary and fiscal measures in advanced economies over the past 12 months were necessary and unavoidable. But as policymakers eye a possible recovery in 2021-22, they must be vigilant about the side effects of prolonged stimulus.

More than half of Canadians polled feel vulnerable to financial fraud, TD Bank survey finds

Social isolation, increased online activities cited as contributing factors to vulnerability

US institutions ramp up ESG investing on evidence of stronger returns, finds Breckinridge

Institutional investors in the US are increasingly planning to adopt ESG in their portfolios, swayed by recent evidence of sustainable investments’ outperformance.

How private equity can catalyze diversity, equity, and inclusion in the workplace

Applying this analysis to PE suggests an additional lever for value creation within firms’ portfolios.

Comment, Analysis & Research