The large advice provision models are holding up in terms of personnel, but super funds and tax advisers are repositioning their offerings as the cost to serve increases at a faster rate than revenue.
As market conditions turn, private debt is expected to lead the charge of private capital disbursement across the globe, with special purpose vehicles increasingly at the heart of deals according to a new study.
You don’t need to invest in the world’s most expensive stocks to benefit from the AI boom, with the sector’s tentacles stretching much further than the chip-making titan according to Martin Currie.
Advisers are uniquely positioned to identify and alleviate financial abuse cases, but they need support and an action framework according to the association.
The assets family offices invest in haven’t changed much but the ways they’re investing in them have, according to BNY Mellon Wealth. Meanwhile, cryptocurrencies are seeing more interest as a new generation takes the reins.
The private markets have surged in popularity as investors hunt for a potent combination of yield and downside protection. But in a big selloff, the strategy that will do best is one that’s genuinely uncorrelated.
The move towards renewable sources of energy gathers pace, and while the majority of our power still comes from coal and gas, efforts to put capital behind low-emission companies is paying dividends according to the ethical investor.
Artificial intelligence might be better at gathering and storing knowledge, but incorporating wisdom into an investment approach (or abandoning it altogether) remains the exclusive domain of humans – for now.
It’s been lauded as anything from a ‘”short-term fad” to the next great diversifier, but while private credit polarises investors it continues to provide robust, stable returns. Are private credit managers good enough to maintain their rapid ascension in the private capital arena?
Cashed-up baby boomers in the market for yield are finding that it’s increasingly being delivered by non-listed assets with a palatable risk profile. And that’s not the only tailwind behind the burgeoning sector.
