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Comment, Analysis & Research

09/21/2023

Deloitte: 85% of Women Surveyed Who Played Sports Say It’s Important to Their Career Success

Premiering during the 2023 WNBA Playoffs Presented by Google, Deloitte’s new ad campaign created by Ryan Reynolds’ Maximum Effort starring WNBA athletes aims to inspire women in sports and business

09/20/2023

UBS Global Real Estate Bubble Index 2023: Let the air go

From mid-2022 to mid-2023, real property prices in the cities analyzed fell by an average of 5 percent. The correction phase is likely to continue.

09/19/2023

Why the US dollar may be stronger for longer

If the US economy has surprised investors with its resilience, the dollar has also confounded early-2023’s expectations that it would weaken.

09/19/2023

US housing starts tumble in August; building permits jump

The housing market has been the sector hardest hit by the Federal Reserve's aggressive monetary policy tightening.

09/14/2023

Global fund managers no longer 'extreme' bearish, BoA says

Risk asset bulls on the other hand were exposed to higher-for-longer interest rates in the U.S. and a hard landing.

09/13/2023

Warren Buffett's $123 billion fortune makes him richer than Larry Page - and he's closing in on Bill Gates and Larry Ellison

Buffett's fortune grew to $123 billion on the day, while Page's net worth shrunk to $122 billion.

09/13/2023

Private Banks in Canada – Are They Worth it In September 2023?

In a nation as diverse and economically robust as Canada, private banking has naturally found its niche, growing in significance and demand over the years.

09/13/2023

‘A lot, lot worse than an index fund’: Gundlach fires back at Bill Gross’s barbs

The billionaire bond manager said it was ‘sad’ that Gross publicly criticized him at the Future Proof conference.

09/13/2023

Some Wealth Managers See Growth in Branching Out to Retirement Consulting

One of the commonly missed opportunities for growing a retirement or wealth advisory business is executive financial consulting, according to an M&A expert from Marshberry.

09/12/2023

US shoppers are still at the wheel of the world economy

At the end of the US summer, macroeconomic indicators and corporate narratives point to the spending trend continuing.

09/12/2023

US still looks on course for softish landing

The S&P 500 fell 1.3% last week amid renewed concerns that a hot US economy could lead to further tightening from the Federal Reserve.

09/11/2023

Why Wealth Managers Must Focus On Retail Investors (And How)

Despite the attractiveness of this cohort, the market needs of retail investors are unfamiliar territory to traditional firms.

09/08/2023

Asia’s ultra-rich population records largest drop in the world. Here’s how North America and Europe did

Asia’s ultra-high net worth population decline marked the largest regional fall in the world, a recent report by Altrata showed.

09/04/2023

BlackRock is wrestling with succession planning. Here's the latest news on the biggest money manager.

BlackRock is the largest asset management firm, overseeing $9.4 trillion as of June.

09/04/2023

Private market insured losses from Hurricane Idalia to be $3-5 billion - Moody's RMS

The estimates represented insured losses associated with wind, storm surge, and precipitation-induced flooding caused due to the hurricane.

09/04/2023

Electric vehicle makers to face intense competition, report warns

Companies including Tesla and BYD have to boost investments in China, Europe and North America, IDC says

09/01/2023

Anti-ESG asset manager Strive launches ‘Faang 2.0’ ETF

New passive fund will track fuel, aerospace, agriculture, nuclear and gold sectors, rather than the US tech giants which spawned the original acronym.

09/01/2023

Continuous learning gives U.S. Bank a technology talent edge

Many companies today are rapidly adopting new technologies and tools to improve overall efficiencies, improve customer and client experiences

09/01/2023

Policy rate uncertainty set to persist

August was a tough month for investors with both US stocks and bonds in negative territory.

08/29/2023

Survey reveals age divide in use of AI for finances

Many who remain skeptical may be using the technology already

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