One trend that has been persistent, protracted and powerful in the Asset Management industry is consolidation. And it’s not just the mega deals. Mergers, acquisitions and restructurings have been an ever present feature, on both buy-side and sell-side, at all points on the size spectrum. Recent names in the headlines include Franklin Templeton, Liontrust, Crux,Continue reading “Are Investment Funds getting too Big?”
Category Archives: Trends
Globalisation – is it over? Does it matter?
Talk of the end of Globalisation seems everywhere. Tanaiste Michael Martin and Ursula Von der Leyen, European Commission President, have both spoken recently about “de-risking” our trade flows. More extreme views believe that current global trade trends point to the end of Globalisation. The Peterson Institute sees Globalisation in retreat, and in its place theyContinue reading “Globalisation – is it over? Does it matter?”
Sustainability Faces Headwinds
Last week, European Fund Managers down-graded nearly €50 billion worth of investment funds on grounds of sustainability. In total, nearly 10% of the premium rated sustainable funds have moved their rating down a notch since early November. And these are not peripheral players. Among the fund management groups to make these moves have been Amundi,Continue reading “Sustainability Faces Headwinds”
Investment Funds: What’s Selling and What’s Not
It’s been another fantastic year for asset management. Sales of investment products pushed through new record levels in 2021. But what is selling? Where are investors putting their money? And what is being avoided? Sifting through Morningstar, Citywire, Lipper, Investment Association and others, can provide direction on what’s hot and what’s not in the investment landscapeContinue reading “Investment Funds: What’s Selling and What’s Not”
What’s going on? Forget the numbers What are CEOs saying?
So Q1 was a write-off and there is zero visibility on business outlook. But I believe there is value in looking at what CEOs, the people who actually run companies, are saying, to get a better sense of any unique or emerging trends within the downturn, and whether these trends may persist. As ofContinue reading “What’s going on? Forget the numbers What are CEOs saying?”
Gin and Tonic anyone?
How did we get here? Look at the graph below. It’s not about GDP or the S&P 500 or CPI – it’s more important than that. This is how much gin we have consumed in Ireland in the past six years. Total growth over that period? – about 125%! Probably doesn’t come as a completeContinue reading “Gin and Tonic anyone?”
Tradewinds 