Tag Archives: Offshore in Asia

A rise in the “risk-free rate” – defined by yield on government debt – has been sharp as the Bank of England hiked rates to fight inflation. As a result, equities have, relatively, lost their appeal. Reframing investors’ expectations is a challenge that must be taken up, says the UK investment firm. The UK’s investment industry faces the challenge …

The latest news in investment offerings, financial products and other services relative to wealth advisors and their clients. Manulife Investment Management Manulife Investment Management has launched a private credit strategy in Singapore, tapping into continued enthusiasm for holding this form of debt. The new offering is called Manulife Private Credit Plus Strategy. It seeks income and, to a …

Editorial Staff 25 April 2024 The wealth manager will use the SaaS offering from CAIS. CAPTRUST, the US financial advisory firm with more than $800 billion in client assets under advisement, has chosen CAIS to put all its alternative investment products and processes onto a single platform. The firm’s advisors will …

The latest news in investment offerings, financial products and other services relative to wealth advisors and their clients. Thornburg Investment Management, a global investment firm overseeing $44 billion in assets, has just had four funds authorised by the Securities and Futures Commission (SFC) for retail distribution in Hong Kong. They include: Thornburg Investment Income Builder Fund; Thornburg Strategic …

With so much focus on the rise of alternative/private markets’ access in recent years, firms such as iCapital have risen to widen access for wealth managers to previously hard-to-enter investments traditionally dominated by big institutions and ultra-wealthy individuals.  New York-headquartered iCapital is continuing to expand at a brisk pace.  The global fintech platform for alternative investments in the wealth …

Amundi’s 2024 Capital Markets Assumptions, forecasting the next 10 years across 40 different asset classes, have just been released. The 10-year expected returns are slightly lower compared with last year’s forecasts, in particular developed market equities, according to new forecasts for the next decade from Amundi, a European asset manager.  After last year’s comeback, the long-term view on …

Amundi’s 2024 Capital Markets Assumptions, forecasting the next 10 years across 40 different asset classes, have just been released. The 10-year expected returns are slightly lower compared with last year’s forecasts, in particular developed market equities, according to new forecasts for the next decade from Amundi, a European asset manager.  After last year”s comeback, the long-term view on high …

Swiss private bank Union Bancaire Privée discusses key trends reshaping the industry and how it is positioning itself in the current market environment, as well as where it sees investment opportunities. At a media event in London, Philippe Lespinard, head of asset management in London at Union Bancaire Privée (UBP) recently discussed  how investing in biodiversity will be a key …

Tom Burroughes Group Editor 11 April 2024 One of the firms that has ridden the alternative investments access wave has added to its partnership with a nationwide US wealth management house. US financial services and wealth management house Baird has expanded its relationship with CAIS, a platform for investments such as private …

The DWS Research Institute has just released its latest “Long View 2024” report, featuring its long-term forecasts for major asset classes for 2024. Return forecasts across equities have significantly increased from last year’s forecasts, according to a report by DWS Research Institute. In Europe and emerging markets, they are now in line with or modestly above the realized returns over the …