Tag Archives: 2011 outlook

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:

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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 & Latin America for Fund Managers and Private Banks

Tonight I will publish a new report, “Emerging Market Bridges: All Eyes on Asia & Latin America for Fund Managers & Private Banks”, co-written with Jamie Maak, our London-based director of client services. A few highlights below: • Asia & … 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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China is Taking Over Times Square

Starting next Monday, China will take over the “crossroads of the world”, on New York’s 2 Times Square. Renting the most prominent location on the building for up to $500,000 per month, China’s Xinhua is announcing its presence to the … Continue reading

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Strategic Insight Spotlight on Brazil: Equities, Brazil and Emerging Market Bridges

I recently published a new research piece, “Equities, Brazil and Emerging Market Bridges”. Below is the discussion of the results with my LatAm analyst, Marlon Valle.

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Daniel Enskat and Jean Baptiste de Franssu discuss UCITS at FundForum International 2011

Thank you, FundForumTV – #FFI11 is the largest asset management conference in the world. Daniel Enskat, Senior Managing Director at Strategic Insight and Jean Baptiste de Franssu, CEO, Invesco met at FundForum International 2011 for a filmed discussion following the … Continue reading

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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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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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