Category Archives: black swans

Spotlight on Switzerland: Funds, Flows, Wealth Management, and West-to-East

I just published a new study with one of my HK-based Senior Research Analysts, Bryan Liu, on the Swiss Asset and Wealth Management industry. Below is the press release… for additional details, click here EQUITY FUNDS IN SWITZERLAND ATTRACT 57% … Continue reading

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World Wealth Report 2011 – HNW Investment Trends: Metatrends, Asset Allocation and Bridges

Merrill Lynch and Capgemini this week published their annual World Wealth Report, a useful benchmark of HNW trends for over 20 years. It includes lots of nuggets and data touched on by us in our research – among the highlights … Continue reading

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Quo vadis, UCITS? 25 Years of UCITS – Oped with Jean-Baptiste de Franssu, EFAMA president

This week I published an oped piece with Jean-Baptiste de Franssu, President of EFAMA, on UCITS – with a review of the last 25 years, status quo, and future opportunities and challenges for the increasingly global brand of UCITS. Full … Continue reading

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Building Bridges: Asia and Global Asset Management – Views from Top Institutions and Distributors

This week Strategic Insight is publishing a new book on Asia, our third in a series on books on the region. I spent the last few years talking with over one thousand large institutional investors and distributors around the world … Continue reading

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Video Series: Strategic Insight Global Research Update – David and Goliath in Global Asset Mgmt

Daniel Enskat, Head of Global Consulting for Strategic Insight, speaks with Miao Hu, NY-based Senior Research Analyst, about the firm’s latest research piece: “David and Goliath in Global Asset Management – Case Studies of Investment Boutiques vs. Global Fund Houses … Continue reading

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David and Goliath in Global Asset Mgmt: Case Studies of Investment Boutiques vs. Global Fund Houses – in Europe, Asia and the US

Steve Johnson in the FTfm today published a story on investment boutiques – when he called me on Friday afternoon to comment on the trend, our team put together a global research piece with case studies of investment boutique success … Continue reading

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Content, speed AND style of the message: The Secrets of Success for Franklin Templeton and Pimco/Allianz

When it comes to information delivery, the size of the global asset management industry ($30 trillion in total AUM) stands in stark contrast to the outdated ways to deliver information – both in terms of speed (compliance issues) and content … Continue reading

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Hong Kong throws the gauntlet at London and New York.

We have observed the metatrend “west-to-east” for a while – US and European firms targeting business growth across Asia and other emerging markets, both from an investment and distribution standpoint. We also have observed that, post-crisis, the latter markets are … Continue reading

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How to succeed in a world of growing complexities: “P.S.”, people and stories

Today: listening to “A Felicidade” at a Starbucks on Taipei‘s Minsheng East Rd (Taiwan’s Wall Street) after meeting local government institutions; on a Japanese wireless network. Yesterday: meeting with the Chinese government in Beijing and afterwards looking for a quick … Continue reading

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2010 Global Asset Management Review & 2011 Outlook

Happy New Year. Below are a few of the key trends from last year and our outlook for 2011 and beyond. Strategic Insight clients of course can access the full report online. • Strategic Insight’s 25th Anniversary: looking back at … Continue reading

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