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Asset management Industry – trends to watch in 2021
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Annual survey of private wealth managers 2020
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Even before the pandemic, the industry was facing challenges in revenue growth: costs increasing faster than revenue, consolidation trends, the creation of several mega-firms, a global surplus of financial savings amid low/negative real rates, and increased demand from investors for customised/goal-based solutions. We expect these industry trends to accelerate in 2021.
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We conducted a study of global private wealth managers (PWMs) to understand how best-in-class firms organise their research products to drive their advisory businesses and meet regulatory needs. Download the report to read the insights in full.
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LIBOR transition: Implications for asset managers holding legacy fixed income contracts
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Chasing the dragon – risks vs rewards of investing in onshore Chinese bonds
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LIBOR’s discontinuation is shaking up global financial markets. This paper provides a background on LIBOR cessation and the alternatives available to asset managers.
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China’s bond market is expected to attract a substantial inflow of c.USD300bn (CNY2tn) given the attractive yields.
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| Financial editing: Man or machine
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ESG managers survey
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Editing is much more than checking for grammar, spelling, and structure. It is the ability to look at the big picture and weave context into analysis for maximum impact.
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The survey aims to take stock of developments in the industry, such as using AI-/NLP-based technologies in ESG analysis, the growing size of ESG teams, changes in the role of third-party ESG service providers, and the identification of key ESG themes on the radar of investors.
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| India’s Union Budget 2021-2022: focus on economic recovery and establishing fiscal credibility
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The pandemic and beyond – the increasing importance of forensic analysts
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The budget for 2021-22 provides a good foundation to support the V-shaped recovery envisioned in the Economic Survey for 2020-21, as GDP is expected to grow by 15% y/y next fiscal year vs. a contraction of 7.7% in the current fiscal year. Here are the highlights of India’s Union Budget 2021-2022.
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The purpose of this blog is to reflect upon the benefits of employing a sceptical view of the popular narrative and the increasing importance of forensic analysis as a key tool to investors, drawing from the lessons from these scandals and highlighting possible catalysts for more scandals waiting to be uncovered.
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After a strange 2020, the new year promises to be a more normal one as countries roll out their vaccination programmes and asset markets move towards normalcy. The timing is apt for forward-looking research teams to optimise their operating models to seize new opportunities in the market by leveraging the best internal and external inputs. I am delighted to share our latest thinking and capabilities to help you in this strategic transformation journey.
