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| | | ... and UBS head of portfolio strategy and UBS Wealth Way Solutions, Americas Daniel J Scansaroli, says slower global growth rates, higher government debt, deglobalisation and a focus on digitisation is likely to shift growth further into private sectors. ... |
| | | | ... between 2022 and 2023. They continue to be of great concern to us. "We are also seeing the impact of increased interest rates and cost of living pressures, with complaints involving financial hardship also significantly higher." Though there were also ... |
| | | | ... in Australia are looking for ways to add greater diversification to their portfolios - against a macro backdrop of rising rates and inflation. "Clients will benefit from Stephen's solid track record in generating opportunities throughout private ... |
| | | | ... in PDSs. Some produce potentially misleading graphics about level premiums, while others are more often increasing base rates for level premiums than stepped premiums. "Despite consumer expectations that level premiums are more stable than stepped, only ... |
| | | | ... clients transferring commercial property into SMSFs will be top of mind for advisers and their clients, with high inflation rates and reduced consumer spending in some sectors are biting into the revenues of small businesses - prompting business owners ... |
| | | | ... fund's private credit investments, given the rising lending margins linked to increased macroeconomic risks and base rates climbing from zero to 5%, resulting in strong yields of 10-12% for senior lending to middle market companies. Nuveen's ... |
| | | | ... "higher-for-longer" interest rate environment. The global fund manager warned in its A return to sound money report that interest rates will remain above the rate of inflation, severely affecting the ability of consumers and businesses to borrow. While ... |
| | | | ... in the Life Policy, under which the margin earned by BTFM's related entity, WLIS, was inversely related to the Income Rates earned on behalf of members of the Funds". Therefore, BTFM "did not appropriately manage the conflict of interest" and could ... |
| | | | ... lost momentum," the report said. "Downside risk factors have become more pronounced, including an expectation that interest rates could remain higher for longer, worsening affordability challenges, and deeply pessimistic levels of consumer sentiment ... |
| | | | ... the design of benefits to align with the insurance needs of different member cohorts more closely at sustainable premium rates." |
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