Managers of Wealth Americas

Reinventing Wealth Management for Mass Affluent Customers

In this article, we’re exploring another group that’s rapidly becoming another point of focus for wealth management firms—the mass affluent class.

Private bank CIOs name their best (and worst) fund picks of 2021

Top investment chiefs share views about which investment strategies delivered for them last year, and those that didn’t.

Goldman Sachs Outlook 2022: Piloting Through

We then turn to our one- and five-year expected returns and our more opportunistic tactical tilts.

Alternative Assets to Reach $23.21tn in 2026

Alternatives Industry Will Continue to Adapt and Prosper

2021 Private Equity Deal Value Surpasses Pre-Lehman Brothers Peak

Negative Real Interest Rates Bolster Strong Position for Private Equity, Despite Inflationary Concerns

Wealth Management: The digital shift

Deloitte's recent study in conjunction with ESI ThoughtLab – Wealth and Asset Management 4.0 – show that 40% of clients now say digital access has greater importance in decision making.

Risk Markets On Alert As Rates Spike

The initial days of 2022 already appear to be testing the resolve of the risk bulls.

Canada’s Luxury Real Estate Market Had a Record-Setting 2021: Sotheby’s

Canada’s luxury real estate market just had an historic year.

7% inflation shows Fed missed their window to taper sooner

The current levels of inflation haven’t been seen for 40 years outside of emerging markets

Swiss firms expect slightly stronger euro and stable US dollar in 2022

The reasons for not engaging in hedging vary, with over half prepared to accept the risk.

Why aiming to beat inflation will be a key investment theme in 2022

As higher inflation looks set to persist in 2022, finding ways to generate a return on investments greater than inflation will be a key investment theme

Risky Business: Getting Advisors to Talk about ESG to Clients

In fact, despite the numerous stories and news articles suggesting that investors are highly interested in ESG investing, only 30% of the advisors who use ESG ask every client if they’re interested in ESG investing.

CIO Viewpoint: Pandemic to endemic; living with infection, inflation and higher rates

The greatest economic challenge from Omicron now looks increasingly like its infectiousness, not its severity.

Risk Markets on Alert as Rates Spike

This time might very well be different: No longer can the market view the Fed as on the sidelines.

SS&C Intralinks Predicts Sustained Growth for M&A in Q1 2022

“M&A markets are bound to keep pace with a record 2021.”

Canadians put extra wealth to work in 2021

ETFs, mutual funds scored record assets last year

BlackRock Identifies Factors Fueling the Growth of Private Equity

Secondaries and the search for reliable alternative data are the trends to watch for in private equity.

Global M&A to remain strong in 2022

Recording their first positive annual performance for five years, dealmakers expect M&A activity to continue to increase this year and ESG issues to dominate the corporate agend

Survey: The Pandemic has Permanently Altered the Consumer-Restaurant Relationship

Restaurant operators are optimistic and plan to invest in technology and real estate to align with consumer preferences, fueling strong credit needs

Barclays Boosts Bank of New York Mellon Price Target to $74.00

The firm has a market cap of $48.30 billion, a price-to-earnings ratio of 14.88, a P/E/G ratio of 2.33 and a beta of 1.17. Bank of New York Mellon has a 1-year low of $39.46 and a 1-year high of $60.52.

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