05/29/2022
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.
Comment, Analysis & Research
05/29/2022
Investment Truths in an Uncertain World
We counsel our clients to pause and reflect on these valuable investment truths during uncertain times.
05/27/2022
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.
05/26/2022
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.
05/26/2022
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.
05/25/2022
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
05/25/2022
Gender Diversity and Dealmaking 2022: Research Results
Historic M&A activity from the second half of 2020 set the stage for the research
05/25/2022
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
05/25/2022
New Study Shows Canadian Institutional Investors Embracing New Areas of Fixed Income in their Portfolios
Study Conducted by Coalition Greenwich and Commissioned by AGF Shows Asset Owners Recognize a Need to Diversify into New Sources of Yield Amid the Current Environment
05/23/2022
Bank of America says it sees a 1-in-3 chance of a US recession some time next year, but it will be mild
"The lag from financial tightening to weaker growth is likely to be a bit longer than normal, causing gradual downward pressure on growth,"
05/20/2022
Fixed Income Research: An intriguing value proposition
With 30-year US Treasuries down more than 20% year-to-date, it is now possible to buy Emerging Market Investment Grade bonds in the $80s and even selectively in the $70s.
05/20/2022
How much is a financial advisor worth to their clients?
Russell Investments has a way to work this out and it's good news
05/19/2022
Market Insight
Declining US housing starts, surging UK inflation
05/19/2022
Zombie financing
Charlton Heston and our head of multi-asset investments David Coombs have little in common. But they both hate the walking dead.
05/19/2022
The end of free money
The financial world is in the midst of a painful and unfamiliar transition.
05/18/2022
US inflation: Past the peak, but then what?
Also core inflation, which excludes energy and food, fell to 6.2%.
05/18/2022
Dollar strength broadens out
The reasons, in our view, include a mix of an escalation in the Ukraine-Russia conflict and further Chinese growth downgrades.
05/18/2022
The best countries for hiding wealth
President Joe Biden has made transparency reforms a key pillar of his foreign policy, vowing to tackle tax evasion and money laundering.
05/13/2022
Designing the New Workplace Model
A common thread throughout our panel discussion was change. Whatever your organization experienced during the pandemic, change was constant.
05/11/2022
Survey: Banking outpaces other industries in preparing to combat fraud and corruption
The survey also indicated that risk professionals believe that some investigative services firms fail to deliver value