Managers of Wealth Americas

Canada’s Big Banks Set Aside $7.9 Billion for Soured Loans

Loan-loss provisions topped analysts’ expectations of C$8.9 billion for Canada’s six biggest banks.

Rebuilding America: 'Life-changing event' of COVID-19 could alter how we work, spend and retire

Long after the public health threat posed by the COVID-19 pandemic eases, the crisis could spur lasting changes in how Americans work, spend, save and invest, experts say.

Sustainable Investing Is Booming — But Where Is the Impact?

Investors can play a crucial role in solving social problems in general and sustainability problems specifically.

The quest for cyber sovereignty is dark and full of terrors

This narrative has manifest itself in two polarising concepts, ‘digital colonialism’ and ‘cyber sovereignty’.

Fidelity CIO: How long can monetary-driven markets ignore economic reality?

The expansion of central bank balance sheets subdued volatility, but markets became hooked on this support.

Alternative asset managers face an uncertain road ahead

Total AUM gained 15% in 2019 compared to the previous year to roughly US$89 trillion ($77tr in 2018) driven by market performance gains which hit a 10-year high.

Why aren't advisors building multigenerational practices?

Industry insiders explain the strengths and weaknesses of younger and older advisors

Santander and BBVA investors question lagging US businesses

Banco Santander SA’s US subprime auto-loans unit agreed to settle a dispute with 34 US states for more than $550mn, a blow to the stronger of its two businesses in the country.

SS&C GlobeOp Forward Redemption Indicator: May notifications 4.00%

Unlike subscriptions, redemption notifications are typically received 30-90 days in advance of the redemption date.

Expert examines JP Morgan’s spectacular U-turn on Bitcoin

“What was once regarded by many as ‘internet money’ is slowly stumbling its way into mainstream acceptance. Only recently, Paul Tudor Jones has also thrown his hat into the crypto mix, and now high-profile exchanges are receiving the bac

Saint or sinner? 3 questions Investment Managers need to consider when developing their ESG proposition

Rightly, the coverage highlighted how the COVID-19 pandemic has significantly increased focus on the Social aspect of the ESG triumvirate, and also encouraged corporates that “now is the time to emerge as a corporate ‘saint’ not ‘s

Securing Equity in Unsecure Times

Early in their response to the COVID-19 crisis, Canadian issuers focused on raising debt.

After a Banner Year, an Uncertain Road Ahead for Asset Managers

Amid the COVID-19 Crisis, Changes in Product Innovation, Growth Strategies, and Cost Structure Will Be Critical to Bolstering Asset Flows and Profitability, Says New Report by Boston Consulting Group

Value for today’s wealth managers via comprehensive cloud-based solution

Now is a convenient time for wealth managers to explore ways to enhance the comprehensiveness of their platforms.

JPMorgan Asset Says It’s Way Too Soon for Negative U.S. Rates

Dollar seen dropping against reserve currencies including yen

COVID-19 puts manager assets into deep dive

First quarter's 10% fall for publicly traded firms worst since 2008 crisis

Gartner Analysis of S&P 500 Company Earnings Shows 70% Have Revised or Withdrawn Their Earnings Guidance Due to COVID 19

Leaders Hope to Reinstate Guidance by the End of the Calendar Year

Report: Gender Diversity and M&A Outcomes

How Female Board-Level Representation Affects Corporate Dealmaking

What dividend investors should weigh amid COVID-19 crisis

As multiple forces challenge shareholder-first mindset, income seekers and re-investors must review their approaches

Timely, or too soon? Competition Bureau releases guidance on “failing firm” claims in merger reviews

This transaction is also notable because it highlights the Bureau’s mandate to investigate transactions that are not notifiable under the Competition Act, but nonetheless raise substantive competition concerns.

Comment, Analysis & Research