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Portfolio construction for family offices: Public markets and the role of ETFs
  • 12 Jun 2026

Family offices are using public markets and ETFs to improve liquidity, manage risk, and build more flexible portfolios for long-term goals.

A cash-plus alternative: Why charities and endowments could consider high-quality securitised assets
  • 12 Jun 2026

Charities and endowments face a delicate balancing act in seeking to preserve capital, generate reliable income, maintain sufficient liquidity for grants and ensure investments reflect mission and...

ECB: One and done? Probably not
  • 12 Jun 2026

As expected, the European Central Bank (ECB) has hiked 25bp, raising the deposit rate to 2.25%. The decision was unanimous and, according to President Christine Lagarde, no alternative proposal was...

ECB: A good monetary policy interest rate decision
  • 12 Jun 2026

If a measure of the effectiveness of central bank communication is the market reaction to a decision to change key policy rates, then the European Central Bank (ECB) performs very well in this...

One hike done, but don’t bet on a long cycle
  • 12 Jun 2026

Yesterday, the European Central Bank (ECB) delivered a widely expected 25 basis point (bp) rate hike. becoming the first major central bank in developed markets to have raised rates in response to...

Claims analytics and AI: The next frontier to insurer outperformance
  • 12 Jun 2026

2026 P&C Insurance Advanced Analytics and AI survey for Claims (North America)

Introducing Vanguard Target Retirement Lifetime Income Trusts
  • 11 Jun 2026

Target Retirement Lifetime Income Trusts are designed to meet a growing interest among plan sponsors to provide a guaranteed-income option within their QDIA solution while preserving the strengths...

The ABC of BDCs
  • 11 Jun 2026

Business Development Companies (BDCs) offer a distinctive way to access U.S. middle-market private credit through publicly traded securities, combining exposure to private lending markets with the...

The league table has changed, but fundamentals stay the same
  • 11 Jun 2026

The Boston Consulting Group’s most recent Global Wealth Report, published on 27 May, has ruffled some feathers in the Swiss finance industry, by showing that Hong Kong has for the first time overta...

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