Category Archives: asia

Panel with John Kerry on US-China relations and asset management

In early June I gave a keynote speech at a US-China investment conference alongside John Kerry in his capacity of chairman of the U.S. Senate Council on Foreign Relations and the vice-chair of Lazard. In the panel discussion with Kerry … Continue reading

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Leadership turnover: Apple, Google, MS and the fund industry

We have discussed the accelerating leadership turnover in the global asset management industry quite a bit of late, along with concentration of assets and flows to fewer products. In fact, the 50 bestsellers in the fund industry in the last … Continue reading

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Keynote speech on China-U.S. alongside John Kerry in NY

In early June I will give a keynote luncheon on the role of China and the US in the asset management world at the China Institutional Investment Conference in NY alongside John Kerry, who in his capacity as Chairman of … Continue reading

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Japan case study: innovation in asset management, cloud computing and smart grids

Japan is a parallel universe. Whenever I travel to Tokyo (or when clients from Tokyo visit us in New York), I am amazed to how completely different Japan is – always extremes, never middle of the road. Anyone that has … Continue reading

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Asia travel blog – insults, service and competition

I just touched down in New York after two busy but exciting weeks in Singapore and Hong Kong. Of course, I shouldn’t mention the two cities in the same sentence or blog, but after some 20 hours in the air … Continue reading

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Taking over the world

What’s next on the horizon for mutual funds? I am at the airport lounge in Singapore on my way to Hong Kong after a whirlwind week of meetings in New York, London, Singapore and now Hong Kong, as I watch … Continue reading

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The iPad as a case study of China vs. U.S.

It’s only been since last Saturday, but I already am in love with the iPad and it’s potential technological implications. Of course, one of the key success factors for Apple and countless developers are the apps. And by some accounts, … Continue reading

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Global asset management – will the U.S. & Europe be left behind?

Wherever you look these days, the metatrend “West-to-East” manifests itself. A few observations from my discussions in Europe and the Middle East this week: Despite the wide-spread criticism of its domestic focus, China is doing its share to stimulate the … Continue reading

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Global metatrends in the asset management industry – vlog

I just flew into Zurich from the Middle East from and for speaking engagements at industry conferences and management board offsites. The most meaningful observations for the industry going forward are meta-trends that will fundamentally change how companies take advantage … Continue reading

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Middle East Asset Management Opportunities

With $2 trillion in investable assets, a young population and low household penetration of mutual funds, what are the key criteria for a more sustainable Middle East asset management business post-crisis? Today I gave a keynote speech at the Fund … Continue reading

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