News, Comment & Analysis results for First Rate

Technology
April 30, 2025

RFPs, Pain Points And Buy-In: Focus On Vendors At Family Office Fintech Forum

At the Family Wealth Report Family Office Fintech Forum in Manhattan last week, vendors and other

Investment Strategies
November 8, 2024

Wealth Managers Say Fed's Cut Was Expected, Seek Rate Clues From Trump's Agenda

Rounding a big week for macroeconomic and political news, the US Federal Reserve cut official

Wealth Strategies
September 19, 2024

US Fed Cuts Interest Rates By 50 Basis Points – Wealth Managers React

Wealth managers have for some months pondered the asset allocation implications of a cut to US

Investment Strategies
August 15, 2024

Premature To Say US Headed For Recession – Franklin Templeton

Together with other investment managers, Stephen Dover, chief market strategist and head of

Investment Strategies
August 14, 2024

Defensive Sectors Tend To Beat Cyclical Peers When Rates Are First Cut – Analysis

With analysts expecting interest rates to come down, strategist Tina Fong and economist Ben Read at

Investment Strategies
July 15, 2024

Switzerland's Julius Baer Likes US, Asian Equities

Swiss private bank Julius Baer releases its mid-year outlook for 2024.

Strategy
May 3, 2024

Wealth Managers React To US Interest Rate Freeze

Investment managers react after the US Federal Open Market Committee voted this week to keep

Strategy
April 23, 2024

Bonds: To Be Or Not To Be? – Natixis IM

Natixis Investment Managers recently held a Thought Leadership Summit in Paris, with its affiliates

Strategy
January 22, 2024

Investment Managers Focus On Quality Assets In 2024

BNY Mellon Investment Management and UBS Wealth Management see opportunities in high quality

Wealth Strategies
December 14, 2023

US Fed Holds Rates Unchanged: Wealth Sector Reacts

After the US Federal Open Market Committee (FOMC) voted unanimously to keep interest rates

Comment & Analysis results for First Rate