Japan - are professional investors backing Abenomics? 17:12 GMT
Japanese Prime Minister Shinzo Abe has now dissolved parliament ahead of a snap election for December. Abe has promised new measures to stimulate the consumer economy, plus an extension of the current quantitative easing package. The election has been labelled a vote on Abenomics, an endorsement – or otherwise – of the present government’s economic policies.
Switzerland's luxury living costs fall more than inflation 14:02 GMT
The cost of living a life of luxury in Switzerland has fallen over the last 12 months, say Stonehage Group, a multi family office and trusted adviser to international ultra high net worth families.
ETFs more popular than ever – UBS 20/11/2014
ETFs are becoming increasingly popular, with issuers continually developing products and new launches becoming ever more frequent. According to research firm ETFGI, ETFs/ETPs listed in Europe gathered $8.7 billion in net new assets (NNA) in October 2014 and a record $56.2 billion in NNA year-to-date, which surpasses any full year NNA for the European-listed ETF/ETP industry. thewealthnet caught up with Andrew Walsh, head of UBS ETF sales for UK and Ireland to find out the latest news in the sector and at UBS in particular.
BofA Merrill Lynch study indicates increased risk appetite and optimistic outlook for Japan 20/11/2014
Global investors have a restored appetite for risk due to greater optimism over the outlook for profits and the economy, according to the Bank of America Merrill Lynch Fund Manager Survey for November 2014.
So how much is really needed to fund a family office? 20/11/2014
It used to the case, at least as far as those that make assertions on this particular subject, that a minimum of between $50 million to $100 million of assets was required to make the establishment of a family office a viable proposition.
Muddling through and settling in at Rothschild 19/11/2014
Kevin Gardiner gives his verdict on the global economy in his inaugural public outing as Rothschild global investment strategist.
The active versus passive battleground 19/11/2014
Ten years ago, analyst Huw van Steenis predicted that investment management would polarise into commoditised beta and high alpha products. The middle ground – those active fund managers offering benchmark-led products, seeking to generate a few percent of annual outperformance – would be squeezed. Is this a fair interpretation of the market development over the past decade? Or has it held some surprises?
Recovering markets and growing creativity produce a range of niche opportunities for investors in European real estate 19/11/2014
Near record low yields for core assets and continued improvements in sentiment have forced real estate investors to become more creative in the search for returns, according Invesco Real Estate (IRE), Invesco’s real estate arm of Invesco. Its newly published Real Estate View: European Market Outlook for the second half of 2014 finds that investors are employing a wider range of strategies.
Harvard is top business school for billionaire alumni 18/11/2014
Harvard University’s business school has the highest number of billionaire alumni, a new report by Wealth-X has found. With 64 billionaire graduates, the University’s MBA program has produced nearly three times that of Stanford University, its closest competitor, which emerged in second place with 23.
Japan – This time is different, or is it? 18/11/2014
Investors seldom feel like talking about Japan. A geographic outlier relative to other global developed markets, the world’s third largest economy has many times emitted false recovery signals. It is hard to fathom that not too long ago, keiretsus, Japanese conglomerates, were dominant global players. Japan’s weighting in the MSCI World Index in 1987 was roughly 40 percent, twice that of Europe and 10 percent higher that of the US. Today its weighting in the popular market capitalisation equity index is around 8 percent. After 20 years of stagnation we believe that the current combination of policy and reform – Abenomics - may just be creating the right conditions for the economy to reinvent itself and become a lot more relevant on a global scale.