Category Archives: black swans

Emerging Market Bridges Asia-LatAm: CCB is targeting Brazil

One of the central themes in my latest book, State of the Asset Management Industry – Latin America, is around greater and more direct links between fast-growth emerging economies and regions, especially Asia and Latin America. This morning the Financial … Continue reading

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New 110-page Strategic Insight book: State of the Industry – Latin America

This week, I am publishing a new study on the Latin America Asset Management Industry. As always, I worked closely with my now Hong Kong based senior research analysts Lise Carpenter and Bryan Liu. In addition, research analyst Marlon Valle … Continue reading

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Interviews in Sao Paulo, Brazil, on the Latin America Asset Management Industry

Last month in Brazil at the Fund Forum, I had the pleasure of giving the opening keynote speech and to interview a few of the leaders of the industry in Latin America. 1. Daniel Enskat interviews Carlos Andre (Head of … Continue reading

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The Week in Global Asset Management: MENA, Nikko, ETFs, UCITS, Dexia, Twitterviews, acquisitions….

Financial markets continue to be in disarray. I spent my week in New York at client meetings, then went on to Brussels to present to the European Commission and ended the week in Dubai, Abu Dhabi and Doha for SWF … Continue reading

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The Week in Global Asset Management: Rogue traders, global cash flows, Mack the Knife, Chilean disapprovals, and more

Another tumultuous week for global financial markets and the asset management industry. The US still leads the world in many ways, but some things are scary to watch. The week hit a low point with the second Republican debate – … Continue reading

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Chile “disapproves” Dublin products in its pension funds… opportunity for Luxembourg, threat for UCITS?

Chile’s Comision Clasificadora de Riesgo (CCR) this month “disapproved” Dublin-based UCITS products from being invested into by Chilean pension funds due to credit rating downgrades and sovereign debt concerns – according to regulators and industry experts, Moody’s decision to downgrade … Continue reading

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New book: The State of the Global Asset Management Industry…

Publishing a new book tomorrow – the state of the global asset management industry – stay tuned for details and videos:

Posted in asia, beauty, black swans, Brand, Brazil, cash flows, Chile, China, consulting, EFAMA, Enskat, information delivery, iPad, Latin America, money, private banking, professional fund buyers, SWFs | Tagged , , , , , , , , , , , , , , , , , , , , | Leave a comment

BAILA Society familia – featuring Paulina

Over the years, we have been blessed with a wonderful extended BASo family of students and friends around the world to round out our BAILA Society family of apprentice and repertory dancers. BAILA Society family – Annual Report 2010. Especially … Continue reading

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Old vs. New in Emerging Markets… HK, The Upper House

I just touched down again in my second home, HK, for a few days of speeches, meetings and research planning. For almost a decade now I have been staying at the MO and the Landmark MO, both exquisite hotels with … Continue reading

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All Eyes on Asia and Latin America/Brazil for Global Private Banks

This week we saw a number of Swiss private banks report their quarterly results. Building on our recent “Spotlight on Switzerland“, jointly written with my HK-based senior research analyst Bryan Liu, growth primarily came from the wealth management units of … Continue reading

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