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November 18, 2021

Juergen Heraeus describes himself as “just a shareholder” since he stepped down as chairman of the supervisory board of Heraeus Group after two decades last year. However, that modestly underestimates his revolutionary stewardship of the $3.5 billion family-owned giant, which celebrates its 200th anniversary as a company in 2051.

Juergen Heraeus describes himself as “just a shareholder” since he stepped down as chairman of the supervisory board of Heraeus Group after two decades last year. However, that modestly underestimates his revolutionary stewardship of the $3.5 billion family-owned giant, which celebrates its 200th anniversary as a company in 2051.

November 9, 2021

Agreeing on and abiding by a family constitution serves as the backbone for success for the leading Indian integrated logistics service provider V-Trans, owned and operated by the second-generation Shah family.

Agreeing on and abiding by a family constitution serves as the backbone for success for the leading Indian integrated logistics service provider V-Trans, owned and operated by the second-generation Shah family.

Mahendra Shah (pictured), group managing director and chief executive of V-Trans India Ltd, paid tribute to his late father and uncle as “the true entrepreneurs” who laid the foundation of the group based on ethics and values in 1958.

October 14, 2021

In the 26 years that Ruffer LLP has been in existence, a clear pattern has emerged. When the market mood is either complacent or ebullient, equity indices tend to rise strongly, and we lag behind them. An ‘unexpected’ crisis then hits, and Ruffer quickly recovers lost ground.

In the 26 years that Ruffer LLP has been in existence, a clear pattern has emerged. When the market mood is either complacent or ebullient, equity indices tend to rise strongly, and we lag behind them. An ‘unexpected’ crisis then hits, and Ruffer quickly recovers lost ground.

September 30, 2021

In the world of investment, there are few things everyone can agree on. You’re either a bull or a bear, a dove or a hawk, for or against.

In the world of investment, there are few things everyone can agree on. You’re either a bull or a bear, a dove or a hawk, for or against.

If there’s one thing investors do know for sure—it’s that bonds and equities can be used in combination to achieve a ‘balanced portfolio’.

At the simplest level, this means building portfolios with some equities for the good times, and bonds for the bad. Typically, in a 60/40 split.

August 17, 2021

The investment industry is now seeing an expansion in data-driven practices, with new ESG and climate datasets emerging and becoming mainstream. We explore what climate risk metrics are and how they are used today.

The investment industry is now seeing an expansion in data-driven practices, with new ESG and climate datasets emerging and becoming mainstream. We explore what climate risk metrics are and how they are used today.

May 20, 2021

Ambitious family offices in India are growing, diversifying and professionalising at pace, with more principals embracing succession planning and engagement with their next-generation, Campden Family Connect says on its fifth anniversary.

Ambitious family offices in India are growing, diversifying and professionalising at pace, with more principals embracing succession planning and engagement with their next-generation, Campden Family Connect says on its fifth anniversary.

March 31, 2021

Vaccines and US stimulus have the global economy on track for a strong rebound in the second half of the year. We expect the reopening trade to favour equities over bonds, the value factor over the growth factor and non-US stocks over US stocks.

Vaccines and US stimulus have the global economy on track for a strong rebound in the second half of the year. We expect the reopening trade to favour equities over bonds, the value factor over the growth factor and non-US stocks over US stocks.

Key market themes

March 30, 2021

The death of inflation has been greatly exaggerated. Its return will first scare, then maim, then ruin the traditional balanced portfolios have that served investors well for a generation. Investors need to prepare for a world of greater inflation volatility. And with it a monumental risk—bonds and equities falling in tandem.

The death of inflation has been greatly exaggerated. Its return will first scare, then maim, then ruin the traditional balanced portfolios have that served investors well for a generation. Investors need to prepare for a world of greater inflation volatility. And with it a monumental risk—bonds and equities falling in tandem.

Investors’ great fear

March 5, 2021

The Chancellor laid out a supportive package of measures to help businesses, while having one eye on a longer-term plan to balance public finances. Despite recent speculation about changes to Inheritance Tax, Capital Gains Tax, and the introduction of a Wealth Tax, the current thresholds have been maintained for the time being.

The Chancellor laid out a supportive package of measures to help businesses, while having one eye on a longer-term plan to balance public finances. Despite recent speculation about changes to Inheritance Tax, Capital Gains Tax, and the introduction of a Wealth Tax, the current thresholds have been maintained for the time being.

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