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Investing

  • A new economic era beckons after this crisis

    April 29, 2020  |  City Talk

    Current events likely mark a turning point in economic policy and the end of a 40-year spell of free market capitalism. Nobody can know how long the Covid-19 crisis will last, but I think that regardless of this it will mark a profound long-term change in economic policy. It is likely a turning point in [...]

  • Economies in free fall as hopes fade for a V-shaped recovery

    April 28, 2020  |  City Talk

    Amongst the arguments about a lack of protective clothing for health workers and whether governments were too slow to react to the spread of Covid-19, the latest figures show that the pandemic is gradually coming under control. The rate of growth in new infections and fatalities around the world is slowing and the curves are [...]

  • Five ways to retain your wealth management clients in 2020

    April 28, 2020  |  City Talk

    The global wealth management industry is being buffeted by demographic changes among investors, as well as technological advancements such as the arrival of robo-advisers. Recent research commissioned by Bank of America on millennials’ spending priorities in the USA – with millennials defined as those aged 24 to 41 – found that about 25%  of those who [...]

  • Investors believe coronavirus lockdown will return with a rocky road to recovery

    April 24, 2020

    The majority of investors believe the coronavirus lockdown will return, implying a precarious road to economic recovery. A Peel Hunt survey of investors and corporate managers reveals uncertainty over timing and severity of the lockdown, but the strong view is that it will likely return. Last week the foreign secretary Dominic Raab extended the UK’s [...]

  • What’s happening to dividends and what next? 11 questions answered

    April 23, 2020  |  City Talk

    Nick Kirrage, co-head of the Value team, and Sean Markowicz, part of the Research and Analytics team, chatted with us about the future of dividends and buybacks. With so many investors reliant on dividends to boost their income or support their retirement we wanted know what’s happening now, whether investors should be concerned and what [...]

  • Private equity activity reaches new peak but firms brace for difficult year

    April 22, 2020

    European private equity activity hit a new peak in the first quarter, but firms are bracing for a significant slowdown as the impact of coronavirus hits. The first quarter saw 1,025 deals close for a total €132.9bn, a new quarterly peak, according to PitchBook data. It is in part because transactions that closed in the [...]

  • Johanna Kyrklund: It pays to be patient

    April 22, 2020  |  City Talk

    As lockdown continues for millions of us across the world, unsure of when we will see loved ones or return to our places of work, we all know we must be patient. Good things come to those that wait, as they say. This seems to me to be true not only from a personal viewpoint, [...]

  • Cru Wine getting the balance right with astute and nimble investments

    April 21, 2020  |  Sponsored

    Very often timing is everything. That certainly proved the case for Gregory Swartberg when he started Cru Wine Ltd (CWL) in 2013, which he initially operated by himself around his full-time job as a strategic consultant for big names in the city. The 31-year-old Dutchman’s first employee came two years later, when he finally decided [...]

  • Quilter’s platform migration faces delay due to coronavirus uncertainty

    April 21, 2020

    Quilter’s platform migration programme is facing delays and increased costs as the coronavirus pandemic creates growing uncertainty. Quilter confirmed it was still preparing for the second phase of its platform migration, which is due by the end of this summer. However Covid-19 makes the feasibility of this timeline more uncertain. In February Quilter completed the [...]

  • Good vs. bad active fund management: three indicators

    April 21, 2020  |  City Talk

    Do you ever wonder whether your active fund is worth the management and performance fees you charge? Would passive investments have yielded similar or better outcomes for your clients? If you haven’t asked yourself these questions, you can be sure your clients have asked themselves. And they will continue to, measuring what you deliver with [...]

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