News, Comment & Analysis results for Moneta

Investment Strategies
March 3, 2025

UBS, Schroders Unpack Tariff Impact On Investment, Sectors

The likelihood of US tariffs – and possible retaliatory ones – is top of mind for asset

Alt Investments
February 21, 2025

The Evolution Of Private Equity In The Digital Era

There's significant "dry powder" in the form of capital raised for private equity after what has

Investment Strategies
February 21, 2025

FOMO, Reversals Of Fortune And Real Assets' Opportunities

The authors explain what they see as the role of real assets in portfolios, likely returns, and how

Investment Strategies
February 18, 2025

Giant US Fund Houses Highlight Opportunities In European Fixed Income

Expectations of further European rate easing against a backdrop of sluggish growth bodes well for

Investment Strategies
February 7, 2025

Swiss Bank Favors US Over EU, Emerging Market Equities

Geneva-headquartered global wealth and asset manager Lombard Odier has just published its latest

Client Affairs
January 31, 2025

US Data, European Rate Cut Highlight Transatlantic Divergence

After the European Central Bank cut interest rates and the US Federal Reserve put theirs on hold,

Investment Strategies
January 24, 2025

US Remains Cornerstone Holding, But Look Abroad More, Say Fund Managers

Although many wealth managers have indicated a preference for US equities in 2025, after US

Compliance
January 16, 2025

Financial Regulators Turn Up Heat On Miscreants

The reports looked at a range of different types of financial misconduct, failure and outright

Family Business Insights
January 15, 2025

BOOK REVIEW: Exit Rich Beyond Money, By Noah Rosenfarb and Peter Culver

Brimming with actionable ideas, the book is aimed at people contemplating selling, floating or

Investment Strategies
January 15, 2025

Stonehage Fleming Positive On US Equities In 2025, Cautious On Europe, China

Peter McLean, head of multi-asset portfolio solutions at Stonehage Fleming, advisor to families and

Comment & Analysis results for Moneta