Managers of Wealth Americas

US investors getting burned on Greek bank bets

U.S. hedge funds and investors have lost billions on Greek bank shares.

Central Banks Can Cut Rates Well Below Zero, Says JP Morgan

The Bank of Japan and European Central Bank have already adopted negative interest rates on bank deposits

Athena Publishes Research Offering New Approach in Measuring Impact Investments

The growth of the values-based investing segment has been well documented.

Entrepreneurship Is Bringing Low-Fee Investment Funds To Market

Price competition across the financial services sector began with discount brokerages like Schwab

Here are the hedge funds that are dominating in 2016

There is significant differences in returns across various hedge fund strategies

US groups focus on Irish distressed assets

Private equity groups are also accessing real estate through the acquisition of debt, acquiring the loans of retailers.

Pay for Performance — Time to Challenge Conventional Thinking

Our recent research indicates that managers are poised and ready for the challenge.

PwC questions asset managers’ response to tech fears

Gathering the responses from 189 chief executives at fund groups in 39 countries, 90 per cent say they are “confident” or “very confident” about revenue growth for the year ahead

Global Pension Assets Study 2016

Pension assets relative to GDP reached 80% in 2015, which represents a decrease of 4% from the 2014 ratio of 84% The largest pension markets are the US, UK and Japan with 62%, 9% and 8% of total pension assets in the study, respectively

Is Dodd-Frank Doing More Harm Than Good?

The researchers found that the Dodd-Frank Act may have had a significant negative effect on revolving consumer credit.

Here's What Should Really Scare Investors About Bank Stocks

Corporate lending is shaky and the rest of their business lines are slipping as well.

Why investors are freaking out over European banks (again)

Credit Suisse is also under fire, with the cost to insure its debt doubling.

Lost at Sea: Why FINRA’s Lack of Formal Guidance to CCOs Could Leave Them Adrift in Dangerous Regulatory Waters

Odysseus’ dilemma sprang to mind as I listened to a presentation last week from a panel that included a FINRA attorney meant to provide guidance on situations where FINRA will target an individual employee in addition to or instead of the offending

White Paper Showcases Five Things Blockchain Must Get Right in Order to Transform Payments

DH Corporation has released a white paper showcasing five things that the banking industry must get right with regard to blockchain in order for it to transform the payments landscape.

Billionaire founder of the world’s biggest hedge fund deny report of rift at the Hedge Fund

But what is now going on at the top of the firm — long popular with public pension funds and sovereign wealth funds — is something of a mystery.

Houlihan U.S. M&A Head Gregg Feinstein Dies

He was co-founder of small investment bank Berenson Minella & Co. and previously worked at Merrill Lynch and Lehman Brothers Kuhn Loeb.

How millionaires are investing in 2016

About one-fourth is likely to invest in certificates of deposit and fixed-income investments.

Morgan Stanley's new president cements role as enforcer-in-chief

Kelleher's role as enforcer-in-chief at Morgan Stanley was solidified last month

Fidelity Finds Many RIAs Clueless About Their Valuation

The top performers also had a better idea of how to determine their value, with 75% of them having specific mechanisms in place that also included demographic analysis, compared to 61% of the respondents overall.

Higher Fees Won’t Spook Most Advisory Clients: SEI

Among the mass affluent investors, 22% said they would not say or do anything and would stay with their advisor.

Comment, Analysis & Research