NewsRegulation
Will be effective 30 days ...
The Securities and Exchange Commission has adopted a rule updating the dollar threshold for a fund to be considered a “qualifying venture capital fund” for purposes of the Investment Company Act of 1940. The rule updates the dollar threshold to $12 million in aggregate capital contributions and uncalled committed capital, up from the original threshold ...
NewsMarkets
The symposium begins on August ...
Central banks are taking a break from their respective monetary policy meetings in August, but the markets are not entirely devoid of news related to the activities of these institutions. The Jackson Hole Central Bankers Symposium (Wyoming, United States) is the summer's key event to observe potential decisions in the meetings scheduled for the remainder ...
NewsMarkets
With Information from UBS Wealth ...
At the start of the year, one of the most frequently analyzed topics was the volatility that the U.S. elections could bring to the market. However, what was not anticipated was the volatility stemming from the candidates themselves. The dynamics of the U.S. elections have been altered by President Joe Biden's resignation and the entry ...
NewsMarkets
With information from AIS Financial ...
The Fed is preparing its new Jackson Hole symposium with the market expecting, and almost demanding, a rate cut. It's been 14 months since rates have been stationary, despite the drop in inflation. The monetary authority will begin its annual monetary policy meeting next Thursday, August 22, titled Reassessing the Effectiveness and Transmission of Monetary ...
Opinion
Gabelli's column
U.S. equities continued to rise in July, driven by a cooler-than-expected June CPI report that sparked a rotation from big tech and growth stocks to small-cap and value stocks. While it is too early to determine if this shift will be sustained, a long-awaited mean reversion seems likely, especially after the significant gains by the ...
NewsRegulation
Brokers-Dealers & Investment Advisers
The Securities and Exchange Commission announced charges against 26 broker-dealers, investment advisers, and dually-registered broker-dealers and investment advisers for widespread and longstanding failures by the firms and their personnel to maintain and preserve electronic communications. The firms admitted the facts set forth in their respective SEC orders, acknowledged that their conduct violated recordkeeping provisions of ...
NewsMarkets
BofA Monthly Survey
Despite the market correction in early August, investor optimism has not been affected. According to BofA's monthly manager survey, 76% continue to expect a soft landing and a Fed action, now, of four or more cuts to ensure that this expectation of a soft landing is met. However, the survey picks up that global growth ...
NewsBusiness
With Alberto Bernal & Jonathan ...
Asset managers now know how to navigate their way into the portfolios of Zest and XP, the strategic alliance between two brands aiming to conquer the Latin American Wealth Management client segment. The two firms held their first Investment Committee meeting on Monday, August 12. According to a statement sent to Funds Society, "the purpose ...
NewsMarkets
The Asset Managers' Point of ...
Markets are recovering. In this context of calm, investment firms insist that stock market volatility is normal, even though we had become accustomed to its absence. "The S&P 500 has retreated more than 8% since its peak on July 16, which is not unusual. In fact, we have seen 5% or more contractions occur on ...
NewsMarkets
The Central Banks of the ...
The disinflation observed globally after the peaks reached in late 2021 and early 2022 is a reality. However, there are recognized risks from central banks and processes that are not uniform. Latin America, with a history of general price pressures, is currently experiencing a disinflationary process that is not stable, warns Eirini Tsekeridou, Fixed Income ...
NewsMarkets
Different Points of View of ...
U.S. employment data and the rate hike by the Bank of Japan sparked widespread nervousness worldwide, leading to declines in all major global stock markets. However, the question that arises for analysis is whether the dramatism of the chain sales was premature and whether what is happening this Monday is just a temporary "perfect storm." ...
NewsMarkets
Preliminary Considerations
On Wednesday and Thursday, there will be a triple event for central banks: the US Federal Reserve (Fed), the Bank of England (BoE), and the Bank of Japan (BoJ) will hold their respective monetary policy meetings. Each institution faces its own challenges and has its messages for the market. However, they all have one thing ...
NewsAlternatives
UBP Analysis
NewsETF
In Response to Market Demand
NewsBusiness
In the Dubai International Finance Centre
OpinionAlternatives
The Column by Arturo Hanono
NewsTaxation
On November 21 in Montevideo, Celebra Auditorium
NewsAppointments
Coming From Morgan Stanley
OpinionMarkets
Pictet Asset Management
NewsRegulation
Proposal to the SEC
NewsAlternatives
KKR Study
NewsBusiness
Strategic Growth
Cerulli Report
Trade and Foreign Policy
Analysis by Payden & Rygel
Natixis CIB Report
Tailored to Mexican Clients
For 149 Million Euros
According to BofA
In the Dubai International Finance ...
Replacing Anton Brender
Coming From Morgan Stanley
Starting in January
In Collaboration with Vertix Group
From Miami
Citi Private Banking Report
According to Brand Finance Banking ...
Key Trends Watch, by FlexFunds
KKR Study
The Opportunity of Alternatives and ...
UBP Analysis
Private Real Estate Debt II ...
UCITS Format
In Response to Market Demand
According to Data from YouGov ...
The Short Duration USD and ...
Proposal to the SEC
Approximately 65 Million Dollars Vanish
For Over $151 Million
It Was Pleaded Guilty
Previ Manages around $4.9 trillion
It Records A Growth Of ...
Despite the Increase in Security
Pension Savings Have Not Recovered
