Seb Beloe, Partner and Head of Research at WHEB Asset Management writes that as storm Darragh descended over the winter break, its devastating effects for many were seen all over the news. With 96 mph winds and intense precipitation, many communities struggled to cope.
Zlatko Vucetic, CEO of Infront, writes that the leading 500 family businesses are growing at twice the rate of advanced economies – and the related family offices are responsible for managing, investing and preserving significant sums of capital.
Yuko Iizuka, Economist at Asset Management One, writes that enthusiasm amongst overseas investors for Japanese equities has gone through a sea change as Japan finally emerged from a period of negative interest rates, slow economic growth and deflationary pressures.
Jeffrey Cleveland, Chief Economist, Payden & Rygel writes that with topics like “de-dollarisation” gaining mindshare, some investors have expected the dollar to be displaced. But quitting the dollar is difficult. Arguably, the dollar matters more than ever, he says.
Chris Sutton, investment manager, Aubrey Capital Management writes that since the low point of 2008, the value of global bonds and equities has grown to USD255 billion, more than 2.5x their starting value.
Chris Stevens, Senior Director, Diversifying Strategies, bfinance writes that the energy transition is set to drive a significant increase in demand for certain commodities in the coming years.
Michel Lowy, co-founder and CEO at SC Lowy, writes that private credit in the Asia-Pacific (APAC) region is emerging as a compelling investment opportunity, driven by a combination of structural inefficiencies in traditional banking and the region’s robust economic growth.
Arun Sai, Senior Multi Asset Strategist, Pictet Asset Management, writes that as the US presidential election approaches, markets have remained relatively calm, with attention focused on other global economic concerns including growth scares, the start of the US easing cycle and China’s stimulus.
The price of FX hedging is increasing once again, potentially causing currency challenges for fund managers. In this article, Eric Huttman, CEO of MillTechFX, addresses the issue of rising hedging costs, explaining why FX hedging is so important for fund managers and how they can reduce their hedging expenses.
Scott Lane, founder and CEO of Speeki, writes that ESG and sustainability is weathering a reputational storm. I
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