Opinion on Savings and Investments in South and Central America

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Type Product title / description Pub Price
Expert View
Expert View

2013: micro-managing finances through the mobile

Consumers attempting to stick to a budget have a number of tools available to them through their mobile phones to aid the management of their money. Regular micro-management of finances facilitates saving and keeps track of everyday spending. Third-party providers are currently leading the field but these tools are a clear next step for mainstream banking apps.

Published By Datamonitor
08 Jan 2013
Expert View
Expert View

An opportunity in Brazil: local hedge funds

The average Brazilian HNW investment portfolio has almost a quarter of its funds in alternative investments, with the popularity of the local hedge fund market a major motivation. The funds are more strongly regulated than their European equivalents and demand greater regulatory compliance, but this burden should not discourage foreign firms, given the demand for such products.

Published By Datamonitor
30 Nov 2012
Expert View
Expert View

Banks must look beyond rates if they want to cut the costs associated with attracting new savers

The retail savings market is under considerable strain at present. Banks' demand for deposits is rising in the wake of a shortfall in wholesale funding, but at the same time economic pressures mean that consumers have less capacity to save. In order to attract more inflows, banks need to introduce more imaginative tactics.

Published By Datamonitor
14 May 2012
Expert View
Expert View

Barclays Wealth: ahead of the emotional curve

Barclays Wealth has been using behavioral finance theory for four years in an attempt to understand the potential impact of investors' tendency to make irrational investment decisions. According to the company's vice president of private banking, the market leading insight that this practice provides has given it an edge over rivals and, in Aberdeen, led to a significant upturn in 2010 revenues.

Published By Datamonitor
15 Feb 2011
Expert View
Expert View

Brazil ranks among the top 10 markets globally for retail allocation into non-deposit investments

One measure of financial maturity is the proportion of a country's retail savings and investments balance held in equities, mutual funds, and bonds. Such products provide wealth managers with greater income and are a useful differentiator for international players entering a new market. As a rapidly growing wealth management market, Brazil has a high level of investment outside of deposits.

Published By Datamonitor
28 Sep 2012
CommentWire
CommentWire

Brazil: intending to launch sovereign wealth fund

Following the discovery of new oil fields, Brazil's government has signaled its intent to launch a sovereign wealth fund, which will initially be used to control inflation. However, due to Brazil's stabilization mandate, the fund is unlikely to be painted with the same broad (negative) brush as the Middle East's sovereign wealth funds.

Published By Datamonitor
11 Jun 2008
Expert View
Expert View

Chile's retail savings and investments market will continue to grow robustly

The Chilean retail savings and investments market was one of only two markets in the Americas to grow during 2008, the other being Mexico. Since 2006, the Chilean market has grown at a CAGR of 14.7%. While growth is forecast to be slower in the next five years, the Chilean market will continue to grow at a CAGR of 9.02%.

Published By Datamonitor
31 Jan 2012
Expert View
Expert View

Davos: the tide is turning against tax havens

What the 2009 World Economic Forum meeting in Davos lacked in consensus it certainly made up for in doom-mongering. One clear message came through from world leaders: the need for greater regulation and transparency in the new financial system. Although offshore centers are a thorn in the side of the newly corporative vision, they still have an important role to play in the global financial world.

Published By Datamonitor
11 Feb 2009
CommentWire
CommentWire

Exchange traded funds: sunshine on a cloudy day

There remains a glimmer of hope in the asset management industry, even as significant outflows continue from hedge funds, capital protected structured products, property and equity funds. Exchange traded funds, only launched in the US in 1993, now account for almost 40% of all US stock trading volume.

Published By Datamonitor
27 Jan 2009
Expert View
Expert View

Fine wines: the taxman cometh

In the wake of the global financial crisis, high net worth investors continue to look toward not only traditional investments but also collectables such as art and jewelry. Chief among these is fine wines, a market that has grown substantially in the past year. However, this has not escaped the attentions of the taxman, and investors must recognize that a tax clampdown is coming into effect.

Published By Datamonitor
16 Dec 2010

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