Tag Archives: Brazil

Global Trends 2030 – Welcome to the Future

The sad thing about the comprehensive work of the National Intelligence Council looking at future global trends is that it only is published every four years, and the speed of change has been increasing dramatically. To that end, #GT2030 has … Continue reading

Posted in alternatives, apps, asia, black swans, cash flows, Chile, consulting, distribution, E&A, enskat associates, information delivery, institutional investor, LatAm, Latin America, lifestyle, multi-convergence, pension funds, private banking, private equity, professional fund buyers, wealth management | Tagged , , , , , , , , , , , , , , , , , , , , | Leave a comment

LatAm keynote and client meetings: 2013 trends for Brazil and Latin America

Just touched down in New York after a week of meetings and speeches in Latin America around the annual Fund Forum. With the Selic rate down 525 bps to 7.25%, the industry for the first time in years is seeing … Continue reading

Posted in alternatives, black swans, Brand, Brazil, cash flows, Chile, consulting, E&A, enskat associates, information delivery, institutional investor, LatAm, Latin America, multi-convergence, pension funds, private banking, professional fund buyers, wealth management | Tagged , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

LatAm saves Santander and BBVA in Europe: reverse engineering of success

Last week, Spanish prime minister Mariano Rajoy used a LatAm summit to ask business leaders to invest more in Spain as a platform for growth in Europe, Asia, and Africa – “Spain receives Latin America investments with open arms.” Cool. … Continue reading

Posted in alternatives, black swans, Brand, Brazil, cash flows, Chile, consulting, E&A, Enskat, enskat associates, institutional investor, investment banking, LatAm, Latin America, multi-convergence, pension funds | Tagged , , , , , , , , , , , , , | Leave a comment

Earnings: BTG Pactual moves forward – acquisitions, investment funds, record numbers … and a lower Selic rate

When writing about Latin America, one cannot avoid looking at the example of Brazil. When writing about Brazil, one cannot avoid looking at the example of BTG Pactual. I have clearly written a lot about the firm in recent months … Continue reading

Posted in alternatives, Brazil, cash flows, Chile, distribution, E&A, Enskat, enskat associates, institutional investor, institutions, investment banking, LatAm, Latin America, multi-convergence, professional fund buyers, wealth management | Tagged , , , , , , , , , , , , , , , , , | Leave a comment

After #Sandy: Speeches and meetings in Asia and Latin America

After a week without power or water, thanks to Sandy, I am about to fly over to Asia for two weeks, followed by a week in Latin America later in November. The week here showed NY and the world how … Continue reading

Posted in alternatives, asia, beauty, black swans, books, Brand, Brazil, cash flows, Chile, China, consulting, EFAMA, Enskat, Enskat Associates, information delivery, LatAm, Latin America, management, money, multi-convergence, pension funds, private banking, professional fund buyers, SWFs, wealth management | Tagged , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Where is the industry going to grow? US/Europe vs Asia/Latam

Where is the industry going to grow most in the coming years. The answer varies for a number of the leading investment managers around the world. Let’s take a look at a few examples. Flipping assets away from home Despite … Continue reading

Posted in alternatives, asia, Brand, Brazil, Chile, consulting, Enskat, Enskat Associates, institutions, LatAm, Latin America, management, multi-convergence, pension funds, private banking, professional fund buyers, wealth management | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Learning from Chile: Principal buys AFP, the growth of Latin America retirement investing and Chile educating the US

Latin America is high on the list of priorities for asset managers. Mostly, that includes expanding investment management in and for the region to build out product ranges and investment capabilities, but we also see a much stronger business push … Continue reading

Posted in alternatives, asia, Brand, Brazil, cash flows, Chile, consulting, Enskat, Enskat Associates, information delivery, Latin America, lifestyle, management, Uncategorized | Tagged , , , , , , , , , , , , , , , , , , , | 2 Comments

Whitepaper on Asia Fund Distribution with Nomura Research Institute (NRI)

For many years I have had the great pleasure of working closely with Nomura Research Institute’s head of research, Sadayuki Horie.  Taking turns between Tokyo and New York, Horie’s insights into the Japan asset management industry have helped us shape our … Continue reading

Posted in asia, black swans, Brand, Brazil, cash flows, China, consulting, Enskat, Latin America, management, money, movement | Tagged , , , , , , , , , , , , , , , , , , , , , , , , | 1 Comment

Emerging Market M&A activities: Brazil – BTG Pactual’s IPO heavily oversubscribed

As I wrote in recent blogs on Brazil’s M&A activity, the country shows no signs of cooling down: – “Latin America in Asset Management – Quantifying the Opportunities for Brazil and the region” – “Brazil takes the lead: Net cash … Continue reading

Posted in asia, Brand, Brazil, cash flows, Chile, consulting, Enskat, LatAm, Latin America, management, wealth management | Tagged , , , , , , , , , , , , , , , , , , | 1 Comment

Keynote speech and CEO panel on “Trends in Global Asset Management” – Il Salone del Risparmio 2012

After a short overnight flight from New York to Milan, I met up with Strategic Insight’s Europe MD Andreas Pfunder for lunch near Bocconi to go over two days of meetings in Milan and Stockholm.  The Salone del Risparmio, hosted … Continue reading

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