News & Insights
TO HEDGE OR NOT TO HEDGE? DOES IT MAKE SENSE FOR INSURERS TO TAKE ON FX RISK?
FX HEDGING ASSET EXPOSURE In the last 6 - 12 months we have seen a torrent of activity as Central Banks have worked, arguably unsuccessfully, to use interest rates to control inflation. Given recent geopolitical events the drivers of inflation seem to have shifted...
Walking the Walk: Why finance professionals shouldn’t neglect their own finances
Finance professionals typically manage other people’s money. Some will take the savings of the general public and loan them to a third party for interest, while others will advise corporations on managing their cash more effectively. Those that work in asset...
Global Macro Market Outlook: What is the medium-term view?
Prior to the COVID outbreak, the main topics of conversation and concern were low growth and low inflation, with low productivity and ageing demographics hampering the developed economies. Central banks have been forced into successive long periods of monetary support...
H1 2022 in perspective: How long will the downturn last?
How much further can stocks and bonds fall, how long will the downturn last, when can we expect to recover the losses incurred this year? While we do not have a crystal ball and cannot give any guarantees about future performance, we endeavour to provide our portfolio...
Can central banks tame inflation?
Inflation will remain high through most of the second half of this year and in some countries, such as the UK, it will most likely move into double-digits during the autumn as planned energy hikes feed through. Over the past 2 years, inflation forecasting has been...
The recession emerges from the shadows
A late but forthright shift in central bank guidance, coupled with decisive monetary policy action, has coincided with a natural slow-down in economic activity. This has raised the prospect of an outright recession across major developed economies. Recent bond market...
Launch of London & Capital Europe
Following a period of strong and sustained growth, today we are proud to announce the launch of our inaugural European office in Barcelona, Spain. The expansion follows the recent strategic partnership with Lovell Minnick Partners and will allow us to roll out our...
Why a family succession plan is the foundation of a harmonious handover
Everyone agrees that having a will is essential, but little attention is paid to how heirs will maintain this wealth after the predecessor retires or dies. As wealth becomes more substantial and complex in nature, having a family succession plan that defines a clear...
Cashflow forecasting after a divorce
A major life event such a divorce is often the catalyst for re-evaluation of future financial needs, and cashflow forecasts are undoubtedly one of the more valuable tools to do this. When well executed, they can offer reassurance about sustainable levels of spending...
ANDPAPERS Q3 2022 | CENTRAL BANKS TIGHTENING INTO A RECESSION
The first half of 2022 has drawn to a close with both equities and fixed income posting big losses. The US stocks have had the worst start to the year in over 50 years. With bond markets having had the worst start to the year since records began. Uncertainty is the...
The Debrief | Q3 2022
We invite you to sit down with our Chief Investment Officer, Pau Morilla Giner, and Head of the Private Investment Office, Iain Tait, as they debrief on the last quarter and look ahead to potential market trends for Q3 2022. They examine the geo-political shifts,...
Wealth Management for International Americans
Wealthy international families often have assets spread out across multiple jurisdictions as they move themselves and their families for personal, lifestyle or business reasons. This creates both headaches and opportunities for managing wealth above and beyond the...