Managers of Wealth Americas

What does the shape of the yield curve tell us?

Getting the timing wrong can be ruinous, and complicating the equation is the fact that, historically, the curve can invert, uninvert and reinvert again several times preceding recession.

How Will Intelligent Technology Revolutionize the Fixed-Income Market?

The corporate bond market has evolved dramatically over the last few years, with electronic trading playing a much bigger role in liquidity and price formation.

Institutional Investor: Crypto Will be Worth Trillions, Launches Hedge Fund

The dates have not been set yet, and it is possible that the fund’s launch will be as soon as in about two weeks.

New Research Finds Ultra-Rich Adding Wealth And Likely Needing Advice

They’re in their prime earning years for many of them

New Fund Firm Cuts Pay If Managers Don’t Beat the Market

Peter Kraus, former CEO of AllianceBernstein, pushes a new formula to beat index funds

World Retail Banking Report 2018: Banks must respond to soaring customer expectations as non-traditional competition looms

The report also surveyed banking executives about the main causes of industry disruption.

Few countries are pricing carbon high enough to meet climate targets

New carbon pricing initiatives in some countries, such as China’s emissions trading scheme and renewed efforts in Canada and France to price carbon, could significantly reduce these gaps.

Wilshire Consulting Report Shows Retirement System Funding Levels Increased in Cities and Counties in Fiscal Year 2017

The estimated aggregate value is the highest since Wilshire began reporting on City and County-sponsored retirement system funding levels

Increased Regulation Represents Top Challenge Facing Canadian Asset Managers

While increased regulation remains the top challenge, an overwhelming number of the 82 respondents also believe that proper data management can benefit their firm and 94 per cent are confident they can adapt to the changing environment.

Options Strategies For The Ultra-High Net Worth Family Balance Sheet

To bring portfolios back to their strategic targets after prolonged consolidation, cash must be deployed

T. Rowe Price Study Finds Strong Correlation Between Financial Performance of Companies and Quality of Their 401(k) Plans

The study controlled for factors such as the size of the company and its sector.

Study: Growing High-Net-Worth Opportunity For Life Insurers

The study also includes Conning's estimates of the opportunities for insurers through an analysis of financial needs and resources for the U.S. consumer.

Embracing digital disruption

Consumer buying preferences and life insurance in a digital age

Has bumper growth led to bumper pay for fund managers?

Questions raised about CEO remuneration even as profit margins rise

The CEO of a $736 billion asset manager that sidestepped the most toxic casualty of the financial crisis warns of the big risk in markets right now

Companies with weaker credit ratings are taking on more risk with covenant-lite loans and their investors could face a greater downside during the next downturn, according to Moody's.

US household wealth is above $100 trillion for the first time in history - but that excess could be signaling the next market crash

The latter has only recently climbed back to levels seen in 2007, before the financial crisis caused it to decline.

Comment, Analysis & Research