Wealth and Investing
Generations have similar investment rules, but different allocations to stocks
All generations have a stable and long-term investment perspective, with virtually no differences between them All generations invest mainly in...
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Generations have the same financial goals, but different priorities
Who are the Silent Generation, Baby Boomers, Generation X and Millennials (and Generation Z)? Do financial goals change with age...
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Financial Markets Outlook 3Q20: A Bridge Too Far?
The Covid-19 pandemic brought an unimaginable and unpredictable first half. How long can the disconnect between the economy and the...
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The convergence of financial wealth of emerging economies over the past 20 years
The last two decades have been of strong growth and convergence of financial wealth in Asia, but also in other...
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What influences the investment of households in the stock markets
In developed economies, household’s equities investments are related to the level of wealth, the nature of the socio-economic model and...
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Households with higher incomes invest the same way
Despite asset allocation differences between countries driven by social-economical and wealth reasons, the richest households (High Net Worth Individuals) in...
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Financial Market Performance and Outlook 2Q20: Covid-19 disrupts economies and markets
Tackling the Covid-19 pandemic causes a major economic standstill, with unprecedent global GDP contractions and unemployment increases, and widespread impact...
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The Global Market Portfolio should be the investor’s central allocation
What is the Global Market Portfolio? The Global Market Portfolio is the investors starting point, the base reference and the...
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Families in the richest countries invest more, accentuating inequalities
In richer countries, households have most of their wealth in investments rather than savings, unlike less-rich countries Households of the...
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The richest families in the world are in Switzerland, Japan and the Netherlands
In terms of global wealth by region, North America leads outstandingly, followed almost on par, by Western Europe and Asia...
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