Macro Views | 15 Nov 16
McKinsey: Asset management to see explosive change
McKinsey & Co cited five trends that they expect will cause a “once-in-a-generation shift in competitive dynamics”, completely shaking up the asset management industry.
Investment | 9 Nov 16
Risk on! Trump wins, investors stunned
Donald Trump has won the US presidential election, riding a wave of global anti-establishment sentiment and in a Brexit-like manner, upending the status quo. Republicans also won a majority in both the Senate and House of Representatives.
China – the source of fintech disruption?
Disruption of the funds management industry through the application of financial technology (fintech) is likely to come from mainland China, according to ICI Global, the international arm of the Investment Company Institute.
Macro Views | 26 Oct 16
GSAM sees `expansion phase’ where others see stagnation
Risk assets remain attractive as central banks shift policy and investor sentiment based on market fundamentals starts to return, said Neill Nuttall, co-chief investment officer of the global portfolio solutions group at Goldman Sachs Asset Management.
Hong Kong investors expect 8.9% returns per year
Hong Kong investors on average are seeking an investment income of 8.9% per year when the average stock market yield across key global indices is 3.8%, according to a study by Schroders.