Category Archives: black swans

The issue of brand in asset management – perspectives from distributors and institutions

As part of “The Seven Secrets of Distribution”, our team surveyed, spoke and met with over 1,000 professional fund buyers around the world. The book was published last month, but of course we are continuing our discussions on a daily … Continue reading

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Asia fund passport vs. cross-border Luxembourg funds – the potential future of fund distribution in Asia

Will global mutual fund flows in the next five years primarily benefit cross-border Luxembourg and/or Dublin fund domiciles or will the asset management industry see the emergence of an Asian passport and reduced interest in offshore products? Traveling from Asia, … Continue reading

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First Half 2010 Global Mutual Fund Flow Review & Outlook

1H/2010: $500 billion in net flows to Mutual Funds worldwide; Templeton surpasses Blackrock and Carmignac Asia Investor: Franklin Templeton, Nomura Asset Management conquer first half Citywire: Templeton leapfrogs rivals to take top spot for fund flows FTfm: Battle for Asset … Continue reading

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Hurt locker vs Avatar

Avatar, the most successful movie ever made, and the Hurt Locker, it’s David competitor, which took the Oscar. How does that relate to asset management? Blackrock vs. Carmignace, Pimco vs. Ivy, and many many more examples. We are seeing increasingly … Continue reading

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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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Dinner with Nassim Taleb in NY

Last night we had dinner with Nassim Taleb in downtown New York, who afterwards gave a keynote speech on his new edition on “robustness and fragility” when it comes to Black Swans. Always provocative in his remarks, Nassim covered black … 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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IFN Forum 2008: Investing in Islamic Products

Islamic Finance Forum 2008 Le Parker Meridien, New York Session Four 14:30 – 15:15 Investing in Islamic products Where is the market? Islamic Asset and Fund Management Wealth management in the Islamic financing sector The growth of Islamic funds: Mutual, … Continue reading

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