03/22/2023
Portfolio Commentary
Our risk-first approach and thoughtful stock selection helped us deliver stable post-fee performance in our flagship schemes as can be seen in the table below.
Comment, Analysis & Research
03/21/2023
Containing or contagion? High rates take a bite out of banks
Tremors in the banking system started with the failure of California-based Silicon Valley Bank (SVB) on 10 March.
03/20/2023
March Madness for REITs? Here's a 'final four' for investors seeking dividend income.
These are companies with good records for increasing payouts that Petersen expects to continue doing so over the next three years.
03/17/2023
SVB Bridge Bank CEO to clients: ‘Give us a chance’
Team members should feel safe sharing ideas and constructive feedback
03/16/2023
The Venture Capital Industry Loses its Deposit
The implosion of SVB – a storied US financial institution – has more to do with how it was run than it’s about the broader financial services industry.
03/16/2023
How a weaker US dollar would hit Swiss equities: J Safra Sarasin
The Swiss stock market’s performance is strongly correlated to the US dollar, a factor often overlooked by investors, according to Karsten Junius and Wolf von Rotberg.
03/16/2023
Emerging Market Global Challengers Create Higher Value and Ensure Better Resilience in an Increasingly Tough Environment
The report emphasizes that emerging market companies currently underperform compared with developed market peers across each of the ESG pillars, according to widely accepted rankings from various agencies.
03/15/2023
Insurers should take lessons from SVB collapse: AM Best
Five US insurers have equity exposures concentrated in the broader bank and trust sector greater than their capital, and 17 have exposures totalling at least half their capital.
03/15/2023
On the Fly Fundraises and Last-Minute Diligence: How Allocators Handled the SVB Crisis
Much of the predicted turmoil never came to fruition — but asset owners were ready to act.
03/14/2023
Yellen says banking system is strong in wake of Silicon Valley Bank collapse
The failure of the bank last week sent shockwaves through the tech industry, as many startups and tech companies relied on the bank for financing.
03/09/2023
Family Office investors turn to private equity to enhance Long-Term portfolio
The report, which is based on the responses of 120 family offices and private individuals, found that the primary motivation for investing in private equity is enhanced long-term portfolio returns.
03/09/2023
The end is nigh for Canada's housing market downturn, RBC reports
But the road to recovery is a long one uphill, it warns
03/09/2023
Wall Street’s most successful hedge fund just politely told Fed Chair Jay Powell to shut up
This fear that investors have got ahead of fundamentals has already prompted luminaries like JPMorgan CEO Jamie Dimon into warning gains have been premature.
03/09/2023
Bank of America boss defends ESG funds, assuring ‘we are capitalists’
Bank of America boss Brian Moynihan lashed out at against criticism of the firm’s ESG focussed funding on Tuesday, telling investors it is "capitalist"
03/09/2023
New BCG Report Reveals the Most Desirable Cities to Live In Around the World
Relocating is easier now than ever before.
03/08/2023
Will growth outperform further?
An environment of stubborn inflation and higher interest rates should support value stocks’ renewed outperformance in the months ahead.
03/08/2023
Only 15% of financial advisors in Canada are women, while women's share of wealth assets expected to double by 2028
Women investors are 2.5 times more comfortable taking investment risks with women advisors. 80% of widows switch financial advisors within a year of their husband's death.
03/07/2023
Investing in a multi-speed world
The global economy seems poised to operate at multiple speeds in the months ahead.
03/07/2023
Bank of America CEO sees U.S. technical recession in 3rd qtr
The bank, he said, predicted the quarterly contractions would range between 0.5% and 1%.
03/02/2023
The world's ultra-rich lost about $14 trillion of their wealth in 2022, Knight Frank study shows
The London-based real estate consultancy surveyed 500 private bankers, wealth advisors, and family offices who manage over $2.5 trillion in collective wealth for ultra-high net worth individuals.