Category Archives: money

Asia on the rise: service, risotto and red ferraris

Tyler brûlé this weekend called on London to get with it if they want to remain competitive. He has a point – or two. As I discussed on many occasions in the past here, Asia’s service levels are unmatched, so … 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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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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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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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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Dear SEC…

Any industry these days is concerned with brand and public image, but the SEC has taken it to a whole new level since the crises – in their case: crisis. It was supposed to be a sleepy but powerful post … 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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