Managers of Wealth Americas

Franklin Templeton survey predicts four interest rate cuts in 2024

This prediction is in alignment with the futures market and surpasses the Fed’s projection of three cuts.

Family offices to allocate more to alternative investments in 2024, report finds

Family offices are going on the offensive and planning to put more of their money to work in alternative investments, KKR survey finds

Look for market “North Stars” amid data noise

The consumer price index for January came out stronger than expected, while retail sales for the same period turned out weaker than had been generally assumed.

IT’s about valuations

The US tech sector is supported not only by demand for generative AI semiconductors,

Almost Half of Americans Don't Know This Key Fact About Their Credit Card

Using a credit card wisely and paying it off can also help you to earn a good credit score.

Impact Wealth Magazine Unveils Power Couple Amy and Gary Green as Cover Stars for Their Upcoming Aspen Issue

Their presence underscores the importance of the causes we champion and reaffirms our collective commitment to making a positive impact in the world.

US: larger fall in retail sales but improving sentiment in regional manufacturing and housing; UK in a technical recession

These data point to a still valid soft-landing scenario on the US

Rothschild's cuts reached Canada, and Redburn has a new CEO

While investment bankers are being let go, Rothschild is also making some tweaks to Redburn Atlantic

JPMorgan people sleep the most. UBS people would like to sleep a lot more

UBS’ bankers, however, were by far the most demanding with their sleep desires

UBP House View - February 2024

At the same time, the US electoral calendar promises a positive year for the country’s stock market, as the economy takes its place at the top of the agenda.

Wealth Management Firms Say Active Management Will Be Key to Market Outperformance in 2024, Finds Natixis Investment Managers Survey

Natixis IM surveyed 198 US fund selectors, the investment professionals responsible for vetting and selecting the funds and other investment products on their firm’s investment platform.

How Will This Year's US Election Affect Investment Markets?

2024 will be a huge year for democracy with around half the world’s population going to the polls.

Trying to Remain Sober at a Party

Even the Dow Jones Industrial Average lags only four percentage points behind the NASDAQ over the same period.

RBC: Empowering the Next Generation of Canadian Talent

Various research has shown a significant proportion of roles are not published on jobs sites

How VeraBank Wealth Management Works for You

One of the primary benefits is the personalized guidance

Grant Thornton survey: Addressing patients’ needs is key to growth in the healthcare industry

A more controlled way to grow, Summerlin added, is to better capture a patient’s entire needs within a particular healthcare organization.

2024, a pivotal year for investors

In the US and eurozone, activity in rate-sensitive sectors is no longer deteriorating. Job markets are better balanced.

Junior bankers are getting fussy about the private equity funds they'll join

With private equity recruitment season around the corner, similar scenes may still occur at the biggest funds this year, but others are struggling to get bankers to interview even in daylight.

Ex-Goldman analyst who retired aged 34 beset by financial anxiety.

If you work in finance, and you're saving or investing a large proportion of your income, you may be a proponent of the FIRE movement.

Gender wealth gaps laid bare in new Quebec study

Study finds men hold disproportionate share of wealth in the province

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