Tag Archives: enskat

Bill Gross’ damages: US needs to learn from Canada and Mexico

Yesterday, BG published his latest monthly musings, entitled “damages”. Bill discusses the pros and cons of losing his long-term memory, which on the financial side include the new normal, the US as the cleanest dirty shirt, Nemo’s ring of fire … Continue reading

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Womenomics: The end of men in finance?

Fashion has Anna Wintour, Hollywood has Meryl Streep, Germany has Angela Merkel, PepsiCo has Indra Nooyi. With a new bestselling book out, “The end of men – the rise of women”, how pervasive is female leadership in the asset management … Continue reading

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Multi-Convergence – Products: Alternatives vs Traditional

In my last few posts I talked about risk on risk off (RORO), return optimization around volatility (ROVO), and Natixis’ new volatility team, all part of the industry metatrend of #MultiConvergence, which I will write about in my next global … Continue reading

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Body and mind: broken tibia and torn ligaments, now what? #1

Last weekend I tore my ligaments and broke my ankle in a post workout accident. The silver lining is that this leaves me with more time to get work done, and experiment with new ways to elevate the foot. Day … Continue reading

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Enskat/Katie Koch Interview Fund Forum 2012: Jim O’Neill’s Growth Markets Beyond BRICs

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Keynote speech at Nordic Fund Selection Forum 2012 – Stockholm, Sweden

After the huge investor education event at Bocconi University in Milan – 10,000 people in three days, I left for Stockholm at night for the Nordic Fund Selection Forum.  As I wrote in a recent blog, the Nordics have been … Continue reading

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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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Latin America in Asset Management – Quantifying the Opportunities for Brazil and the region

As I wrote in a recent M&A update on Brazil/LatAm, Brazil takes the lead: Net cash flows, M&A, Joint Ventures and Latin America Opportunities, Latin America as a region is gaining momentum for the global asset management industry. Specifically, we … Continue reading

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Fund Forum Asia Interview with Alan Harden, Hong Kong 2012: The Importance of Brand in Asset Mgmt

After the speeches in Milan (Salone del Risparmio, Bocconi University) and Stockholm (Nordic Fund Selection Forum) next week, I am finally back in Hong Kong, to meet with clients and to conduct the “Fund Forum Asia Interview – Brand vs. … 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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