Vimeo
LinkedIn
Instagram
Share |

Asset Management

July 19, 2022

Inflation oscillates: it’s an idea when it’s not about, and a defining feature when it is, says Ruffer LLP chairman Jonathan Ruffer.

Inflation oscillates: it’s an idea when it’s not about, and a defining feature when it is. The only other word which comes to mind with similar status is ‘war’. Irrelevant or inexorable – the human mind finds it hard to make a judgement between the two extremes.

July 19, 2022

In this week’s FB Roundup, Teddy Sagi launches a £1.5 billion sale of London’s Camden Market; Bill Gates vows to drop off the world's richest list; and Zimbabwe’s richest man Strive Masiyiwa is raising $500 million for his digital business expansion.

Teddy Sagi launches £1.5 billion sale of London’s Camden Market
Israeli billionaire Teddy Sagi has initiated a discreet sale of London’s Camden Market, hoping to gather bids of more than £1.5 billion for the area famed for its stalls, bars and eateries.  

According to The Financial Times, Sagi has appointed financial adviser Rothschild & Co to deal with the sale.

July 15, 2022

It is hard to overstate how far free and unlimited central bank liquidity has rewired the financial system. As central bankers extract themselves from the monetary rabbit hole they have burrowed their way into, the damage to traditional portfolios is likely to be considerable, says Jamie Dannhauser of Ruffer LLP.

It is hard to overstate how far free and unlimited central bank liquidity has rewired the financial system. As central bankers extract themselves from the monetary rabbit hole they have burrowed their way into, the damage to traditional portfolios is likely to be considerable.

This tightening of monetary policy is happening because inflation has returned – with a vengeance. Central banks are lifting short-term interest rates at a brisk pace. But there is an additional danger for liquidation-prone markets: quantitative tightening (QT).

July 13, 2022

Silicon Valley Bank and Campden Wealth’s report, Family Offices Investing in Venture Capital, July 2022, finds that family office participation in venture continues to grow despite macro concerns. 

The results of an exclusive report by Silicon Valley Bank and Campden Wealth found that family office participation in venture continues to grow despite macro concerns.

July 6, 2022

Companies developing pioneering oesophageal drug-delivery systems, innovative bio-wearables and a venture builder for MedTech and biotech advances will exclusively present in-person as Campden Wealth returns to Lausanne, Switzerland, for the 32nd edition of the MedTech Investing Europe Forum (MTi) on July 12 and 13.

Companies developing pioneering oesophageal drug-delivery systems, innovative bio-wearables and a venture builder for MedTech and biotech advances will exclusively present in-person as Campden Wealth returns to Lausanne, Switzerland, for the 32nd edition of the MedTech Investing Europe Forum (MTi) on July 12 and 13.

July 4, 2022

Artificial intelligence and machine learning are both terms that have become murky through over-use and misuse. Investors are increasingly sceptical of companies claiming their technology is powered by AI, says Gabriel Douville, principal of Sectoral Asset Management Inc.

Artificial intelligence (AI) and machine learning (ML) are both terms that have become murky through over-use and misuse. Investors are increasingly sceptical of companies claiming their technology is powered by AI.

They question if, in fact, the promised mechanics are little more than computer-driven automation or merely standard multiple, or even single, linear regressions. Deeper investigation often reveals the software does not begin to approach sophisticated ML or deep-learning (DL) algorithms.

June 30, 2022

Recession fears and central-bank tightening are driving market volatility. Equity markets are oversold and US core inflation has likely peaked. This should help markets stabilise and possibly recover over the second half of 2022, says Andrew Pease of Russell Investments.

Recession fears and central-bank tightening are driving market volatility. We think equity markets are oversold, and believe US core inflation has likely peaked. In our view, this should help markets stabilise and possibly recover over the second half of 2022.

June 27, 2022

In this week’s FB Roundup, EssilorLuxottica chairman Leonardo Del Vecchio passes away aged 87; Barry Hearn and son are set to receive a £150 million windfall from Matchroom Sport stake sale; and Henry Cheng's family office bids for control of clothing retailer Giordano.

EssilorLuxottica chairman Leonardo Del Vecchio passes away aged 87
Leonardo Del Vecchio, the chairman of spectacles maker EssilorLuxottica and owner of iconic sunglasses brand Ray-Ban, has died aged 87.

“EssilorLuxottica sadly announces today that its chairman has passed away,” the group said in a statement, adding that the board would meet soon to “Determine the next steps”.

June 21, 2022

The potential for uncorrelated, income-driven returns and structural inflation protection are two reasons why an allocation to unlisted infrastructure should be considered, says Michael Steingold of Russell Investments.

The potential for uncorrelated, income-driven returns and structural inflation protection are two reasons why an allocation to unlisted infrastructure should be considered [1]. However, there are several practical challenges facing investors to build and maintain a well-balanced, diversified infrastructure allocation that is appropriately positioned to harvest the benefits of the asset class.

Click here >>
Close