Tag Archives: europe

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

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Earnings season: Blackrock powers forward with iShares and equities

Blackrock this week reported an almost 25% increase in year on year quarterly earnings. Adjusted EPS stood at $3.47, with net income growth of 8% (17% as adjusted) from Q3 2011 on revenue of $2.3 billion. The most interesting statistic … Continue reading

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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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Global Custodian Video Interview: Rethinking the Mutual Fund

A recent interview with Global Custodian on key trends in the asset management industry:

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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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Opening speech on Global Trends in Fund Selection – 5th Nordic Fund Selection Forum, Stockholm 2012

After Wednesday’s speech and panel at Milan’s Bocconi University for the “Salone del Risparmio”,  it is off to Stockholm for the 5th Nordic Fund Selection Forum 2012 on April 19th, for the opening speech on global trends in fund selection … Continue reading

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Case study: The end of one Deutsche Guggenheim deal, the beginning of another

It all started in 1997… that’s when Deutsche Bank and the Solomon R. Guggenheim Foundation opened “Deutsche Guggenheim” in Berlin, to feature modern and contemporary art. Solomon Robert, of course, one of Meyer Guggenheim’s ten children, founded the foundation in 1937 … Continue reading

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Go Hard or Go Home: $150 billion in 2011 fund industry cash flows vs. $725 billion to top 0.5% of products

The global asset management industry collected $150 billion in long-term net cash flows last year – down from about $1 trillion in both 2010 and 2009. Yet, despite the aggregate compression of long-term cash contributions, the top 0.5% of blockbuster … Continue reading

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Emerging markets flex their muscles: Sao Paulo’s Safra brings Samba to Switzerland’s Sarasin:

For a few years now we have commented in our research on a metatrend “West-to-East”, developed market managers in the US or Europe leaving their domestic grass to look for greener postures in high-growth emerging markets, either organically or via … Continue reading

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