Managers of Wealth Americas

The AIFMD and its Impact on US Fund Managers - Withers

The aim of the AIFMD is to introduce a harmonized regulatory framework across the EU for EU-established AIFMs and to regulate the marketing of AlFs within the EU.

Rothschild Market Perspective - Dirk Wiedmann, Head of Investments

This month, alongside our usual economic and market reviews, we cover four topics.

Looking Beyond Income, to a Tax on Wealth

INCOME tax rates have recently been raised slightly for some affluent people

Surprise: Deloitte finds that Customers will pay fees

The survey – unveiled as part of a report titled, Retail Bank Pricing: Resetting Customer Expectations – finds that there is considerable aversion to price increases, with many consumers believing that banks are not being fair in raising fees.

What’s next for global capex? - BofA Merrill Lynch Global Research

Timely indicators have been brightening up, painting a picture of strengthening global investment spending in the short term.

Aon named to 2013 NAFE Top Companies for Executive Women list

Aon was recognized for its strong female leadership profile, its initiatives aimed at empowering women and its overall commitment to developing and advancing women across all levels of the firm.

The US in 2013 - Simon Laing, Invesco Perpetual

Invesco Perpetual’s Simon Laing shares his views on opportunities in the US and the broader economic issues that need to tackling in 2013

Every Hedge Fund Manager In The World Is Probably Mad At George Soros Right Now

Everyone knows that overall hedge fund performance has been lackluster since the financial crisis, but there are differing explanations as to why.

Coutts Wealth Watch - "Spending cliff" looms for US economy

No sooner has the US economy averted one precipice, the “fiscal cliff”, than it faces another – the “spending cliff”. While we remain cautious near term, we don’t believe this undermines the case for equities. We view r

Nine out of 10 Global Decision-makers Believe Collaboration Is now Essential if Global Economy Is to Recover

Greater representation of women in leadership roles will be influential

Raymond James: Feds Should Stand Down; Recovery Under Way

“Sometimes even if you have a slight recession it’s better, because you take the bad medicine and get it out of the way and get on to healthy growth,” said James, who is also a CFP, at one point.

BofA Merrill Lynch Fund Manager Survey Finds Investors Increasingly Bullish as Global Economy Regain

'Great Rotation' to Equities From Bonds Gets Under Way

Investors Increasingly Bullish as Global Economy Regains Growth Path - RESEARCH

Global investors have entered 2013 in buoyant but not yet exuberant mood, according to the BofA Merrill Lynch Fund Manager Survey for January.

Progress Made in 2012 to Have Positive Impact on Global Markets in 2013 - RESEARCH

BMO Harris Private Banking's latest Market Outlook Commentary Report reveals that the world's market and economic situation is in better shape now than it was 12 months ago.

US earnings expectations are too gloomy – buy on dips - Coutts

We think US earnings are likely to beat overly negative consensus estimates for the fourth quarter, given upbeat business and consumer confidence data and leading economic indicators.

Strategy Matters, An interesting start to what promises to be an interesting year - HSBC Private Bank

Short-term data may remain volatile, but we think it is important not to lose sight of the improving medium-term economic trends.

Schroders 2013 Outlook - A year in global property

2013 Outlook: A year in global property - Jim Rehlaender, Global Property Securities Fund Manager

Schroders 2013 Outlook - A year in global climate change

2013 Outlook: A year in global climate change - Simon Webber and Giles Money, Portfolio Managers for the Global Climate Change strategy

Coutts Wealth Watch - Bond bear market?

A bear market has potentially broken out in US government bonds, and our favoured response is to continue to rebalance portfolios towards equities.

Do you trust the policy makers? by Gary Dugan, Coutts

As we enter 2013, the policy makers are very much at the heart of the global economy.

Comment, Analysis & Research