Managers of Wealth Americas

Helping Investors Protect Themselves For The Long Term

Some level of inflation is not a bad thing for our economy or markets

Inflation and rising interest rates have stressed the 60/40 investment portfolio strategy — ‘but it’s not dead,’ says financial advisor

Low interest rates and below-average inflation buoyed stocks and bonds.

Advancing more women leaders in financial services: A global report

Deloitte’s Within reach series on women in financial services expands and offers strategies to help firms achieve gender equity around the world

Help Less Central Banks

Policy mistakes on the part of central banks create economic cycles, and this may yet prove to be a very serious one.

12 charts show how everyone in America but the rich is getting squeezed right now

Gallup's Economic Confidence Index dropped to -45 in May, which Jones wrote is "the lowest reading in Gallup's trend during the coronavirus pandemic, and likely the lowest confidence has been since the tail end of the Great Recession in ea

Slowing or stalling? A cautious outlook for the global economy

Russia’s invasion of Ukraine was the first, and has altered some dynamics in the global economy forever.

Who will become the world’s first trillionaire?

Of the 21 individuals who stand a chance of reaching this phenomenal milestone in their lifetime, Elon Musk is predicted to be the first.

How Gen Z is winning the Great Resignation, from pay increases to better work-life balance

Recent data from LinkedIn, where Gen Z is defined as ages 20 to 24, shared with Insider shows Gen Z job transitions in April 2022 were 29.5% higher than a year earlier.

7 In 10 Americans Say They’re Blowing Through Savings to Cope With Inflation—Do This Instead

Add to that rising consumer debt—$266 billion more just from the fourth quarter of 2021 to the first quarter of 2022—and it’s probably not surprising that savings are shrinking.

SS&C to Present at the 2022 RBC Capital Markets Financial Technology Conference

SS&C Technologies Holdings, Inc. has announced today Rahul Kanwar, President and Chief Operating Officer, will present at the RBC Capital Markets Financial Technology Conference on Tuesday

Who or What to believe?

The first equity market crash in July 2007 was the warning sign from the market that something was amiss.

Bank of America Credit and Debit Card Data Shows Continued Growth in Consumer Spending, up 9% year-over-year in May

"Our card data shows continued growth in consumer spending, but inflation is challenging households' purchasing power," said David Tinsley, senior economist for the Bank of America Institute.

FB50

The industry measure of brand success from the voice of the market. An annual study of fund selectors' best global asset management brands.

Three Opportunities

Vietnam continues to enjoy healthy capital inflows as overseas companies seek to diversify their Asian manufacturing bases away from China.

In a range, which way do we go?

It looks like the ECB is now going to raise rates, and we are still expecting 2x50bps from the Federal Reserve over the next 2 meetings.

Investment Truths in an Uncertain World

We counsel our clients to pause and reflect on these valuable investment truths during uncertain times.

Moderna CEO Bancel Says He’ll Give Most of His Money Away

Moderna CEO Stephane Bancel has an estimated net worth of $4.1 billion.

Why 2022 has been a dangerous time to retire — and what you can do about it

Investors are most vulnerable to market shocks in the early months and years of retirement.

Markets on Target for Further Downside

Last week, the US market delivered a salutary lesson for investors on the downside risks to analysts’ corporate profits forecasts for 2022.

Double-Digit Growth Prolongs Winning Streak in Asset Management

Assets Under Management Increase by 12% as Net Flows Set Record and Profits Rise; Disruption Is Expected as New Trends Emerge, Says Report by Boston Consulting Group

Comment, Analysis & Research