Wealth survey

Global wealth manager survey from bfinance finds significant changes

Global wealth manager survey from bfinance finds significant changes

A new survey from independent investment consultancy, bfinance, has identified significant changes in wealth managers’ investment capabilities and practices. Firms are innovating too as they fight to maintain market share and profitability in an era of fee compression and new tech-based competition, the firm says.

In My Opinion

Are Covid economics here to stay?

Are Covid economics here to stay?

For a fleeting moment normality seems to have returned to our everyday lives, even if it will be some time until we can really consider the Covid-19 pandemic to be over. Nicky Maan, CEO of Spectrum Markets explores the medium and long-term trends against the background of the potentially fragile recovery.

In My Opinion

Increasing rates lift value over growth – but only if they rise fast enough

Increasing rates lift value over growth – but only if they rise fast enough

Damian Handzy, Head of Research & Applied Analytics at Investment Metrics, comments that with global anticipation that central banks are likely to increase short-term rates and with the spectre of inflationary pressure on longer-term rates, can we expect Value to come up top and Growth to lose out? Not necessarily, he says. He and his team examined stock returns during several historical periods of rate increases in the US and UK to see what might happen this time around.

ESG survey

Covid-19 boosts investors’ interest in the ‘S’ of ESG according to Berenberg WAM survey

Covid-19 boosts investors’ interest in the ‘S’ of ESG according to Berenberg WAM survey

A survey of members of the European investment community, including asset managers and private investors, on attitudes to ESG/impact-related topics and the UN Sustainable Development Goals (SDGs), conducted by Berenberg WAM, the Wealth and Asset Management arm of Berenberg private bank, has revealed that the Covid-19 pandemic has increased the significance of the social aspects of ESG for investors.