Crystal ball

Natixis Study “Heading for the Light”

Natixis Investment Managers publishes the results of the 2021 Natixis Global Survey of 400 Fund Selectors The Fund selectors of this study are independent financial advisors, wirehouses, registered investment advisors, insurance company investment platforms, private banks and family offices, representing $12.7 trillion in assets. “Headed for the Light” reveals that even as they predict a […]

BUCEPHALUS

Quis Custodiet Ipsos Custodes? Who Will Judge the Judges? Well, survival will*.

Wealth Monaco proposes you the article of Diandra von Lenzburg, Founding Partner at Bucephalus Capital Ventures who stresses out the relevance of the positive impacting in the Venture Capital universe. How to rationally unlock value at the frontier of innovation? Traditionally risk-averse investors have increasingly shifted allocations to a radically evolving Venture Capital ecosystem. This […]

EFAMA

Investment Industry Addresses its Recommendations to EC

The European Fund and Asset Management Association (EFAMA) has published this week its response to the last European Commission’s consultation proposal for an initiative on sustainable corporate governance. The EC’s consultation publicly launched last October 2020 aimed to gather data and to collect the views of stakeholders in regard to a possible initiative on sustainable corporate governance, […]

risk

«Without mastering, the power is nothing»

Wealth Monaco met the team of GEFIP – an independent portfolio management company where fundamental analysis is reinforced by an in-depth research into the risk / return ratio. In this first article, GEFIP explains its risk quantification and illustrates it through 2 companies: Caterpillar and Air Liquide. The all-out irruption of technology From the 90s, […]

Boussole

Get ready for a low-return world

The global market perspectives for 2021 by Jean-Damien Marie, co-Head of Investment at Barclays Private Bank. The COVID-19 outbreak, and the deep contraction in economic output caused by it, appears set to affect the outlook for major asset classes this year and beyond. While many effects are expected to be transitory, some of the changes […]

Inflation

The Return of Inflation

Wealth Monaco propose you the article of Thierry Crovetto, independent analyst specialized in fund selection at TC Stratégie Financière in Monaco. The objective of portfolio management must be twofold: the optimization of the risk return ratio and the preservation of capital in real terms (above inflation). Inflation is therefore at the heart of the portfolio […]

clouds

Are clouds gathering pace over the 2021 sky?

Wealth Monaco proposes you the last article of Pier Alberto Furno – CEO of Nemesis SAM Monaco – an independent company in asset management, investment advisory, order receipt and transmission, and fund management for its domestic and international clients. The year 2020 will be remembered as the year of a global pandemic, Covid 19, which […]

Edmond de Rothschild

You’ll never walk alone

Wealth Monaco offers you an excerpt from the latest investment letter from Edmond de Rothschild Monaco, written by its Chief Investment Officer, Sébastien Cavernes, who develops in his analysis, three major trends, including government expenditures, decarbonization and digitization. At the beginning of a financial bubble, there is always some great story that a growing number […]

photo of spiral white stairs

“Global Family Office” by BlackRock & Juniper Place

BlackRock & Juniper Place release their latest survey on Market Outlook, Asset Allocation and Family Office Responsible Investing At the end of a very complex year, BlackRockand Juniper Place have teamed up to jointly explore the past experiences of 185 Family Offices and their future investment plans. The very distinctive characteristics of Family Offices “are […]