Patrik Sjögren Ujlaki

Our Group CEO, Richard Oldfield, was a keynote speaker at the FT Live Future of Asset Management conference, discussing how innovation is reshaping our industry.   Watch him share insights on the evolving trends driving asset management and how we are focusing our business and technology to gain a competitive edge–including developments in AI, tokenisation, and private markets. 👇   #Leadership #FTLive #AssetManagement #IndustryInsights #FTFOAM

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Will there be a shift out of precious metals into industrial metals this year? And will emerging markets continue to benefit from higher commodity prices? Find out more in our annual Q&A with Investec’s experts.

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#ActualInvestors build relationships. Not just portfolios: https://bit.ly/4oTX4nS.    Being a quality investor is about sharing a vision of how to deploy capital for growth says Stuart Dunbar.

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Portfolios using excess capital yield (ECY) have historically delivered more consistent performance than those using traditional value metrics. Why? ECY identifies high-quality companies that tend to grow and outperform long term. Read the full report: https://lnkd.in/eAmZSZnw #ValueInvesting #LargeCap #FinancialAdvisors #VoyaInvestmentManagement

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What will define the next decade for Europe’s asset managers? Richard Oldfield, CEO of Schroders, discusses the most disruptive forces reshaping strategy, competitiveness and investor expectations across the region. Catch up on all the sessions: https://bit.ly/3LVRVx9 #FTFOAM

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What makes synthetic ETFs tick 🤔 Ross Finlayson from Amundi ETF & Indexing and AJ Bell’s Terry McGivern break down how swap-based replication can give investors smoother market access, lower transition costs, and exposure to trickier markets. Watch the full interview to see why some investors are turning to synthetic ETFs and how they can complement a portfolio: 🎥 🔗 https://lnkd.in/e9Zi8m8y ETF Stream: The home of European ETFs

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Barclays Private Bank isn't just about tradition and heritage; it's about pioneering the future of finance through blockchain technology. While many associate blockchain with Bitcoin, Barclays has been quietly transforming its private banking and wealth management services well beyond cryptocurrencies. Back in 2016, Barclays made headlines by executing the world’s first blockchain trade transaction—a shipment of cheese and butter completed in under four hours instead of the usual weeklong process. Baihas Baghdadi, Barclays’ global head of trade and working capital, described it as "a revolution in the way documentary trade has been operated for centuries." This milestone was just the beginning. Barclays joined the R3 consortium, embracing Corda—a privacy-focused blockchain platform built for financial institutions. They have since pioneered smart contract templates that convert traditional legal agreements into programmable, self-executing contracts. Dr. Lee Braine from Barclays’ Investment Bank emphasized the importance of combining legal expertise with technology to unlock blockchain’s potential. Beyond trade finance, Barclays’ private banking division has adopted blockchain for digital asset custody, settlement optimization, and client authentication. Their partnership with digital custody firm Copper demonstrated commitment to supporting crypto holdings for high-net-worth clients. The results include faster processing times, reduced operational risks, and enhanced regulatory compliance. Barclays’ journey illustrates key lessons for blockchain adoption in finance: patience for innovation, collaboration through industry consortia, focus on real business problems, and uncompromising regulatory compliance. The bank’s leadership in integrating blockchain into private banking signals a future where clients will benefit from transparent, cost-efficient, and automated wealth management solutions. The blockchain revolution in banking is not approaching—it is already here, with Barclays Private Bank at the forefront. https://lnkd.in/gQ2YeEy7 #BarclaysPrivateBank #BlockchainInnovation #WealthManagement #DigitalAssets #SmartContracts #TradeFinance #Fintech #DigitalTransformation #PrivateBanking #FinancialServices

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🔊 In the latest episode of The Big View podcast, Anna Rosenberg of Amundi explains how money managers deal with global uncertainty, and how the power rivalry between the U.S. and China is upending economic trade-offs https://reut.rs/453x8i3

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As global equities reached all-time highs in October, read Amundi’s latest perspectives on positioning portfolios amid high US valuations https://lnkd.in/eT5ykWdj

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FX is fragmented by nature — and that’s exactly what makes it valuable. My colleagues Ola Mahmoud, Head of Liquid Alternatives, and Matteo Garzoli, PhD, CFA, Quantitative Analyst, explore how FX trends create independent return streams that passive hedging misses. Read our latest insights: https://okt.to/wqjPQy #Vontobel #Investing

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A comparative review of six MiFIDPRU investment firms highlights just how differently capital strength can be built — and how resilience truly shows under stress. Across Newton, Macquarie, Alcentra, BlueBay, Jupiter, and Impax, the analysis shows wide variation in CET1 composition, from retained‑earnings‑driven structures to capital‑injection‑heavy models. Despite these differences, one theme is consistent: the Fixed Overheads Requirement remains the binding own‑funds requirement for all firms, far outweighing K‑factor intensity. What stands out most is the stress‑runway perspective. When applying simple ICARA‑style shocks (10%, 20%, 30% CET1 erosion per year), the divergence becomes clear: firms like Jupiter and Macquarie can absorb multiple years of severe losses, while others reach their FOR threshold far sooner. The interaction between CET1 quality and stress erosion provides a sharper lens on resilience than headline capital numbers alone. This kind of benchmarking is invaluable for ICARA, early‑warning calibration, and understanding where capital strength is structural versus situational. It also reinforces a key message for the industry: operational cost bases, not risk exposures, remain the primary driver of capital needs under IFPR.

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Looking for practical portfolio solutions in a changing market? In the latest issue of Wealth DFM, we share our perspectives on market trends, the evolving role of bonds, and why we believe PIMCO may be positioned to help navigate the opportunities ahead. Learn more in the full article below and explore our Secular Outlook here: https://bit.ly/4peo5CP

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We continue to see sterling trading lower, with recent macro dynamics cementing our early July call. The MPC will likely cut rates next week, but this is now priced in. More importantly, fiscal concerns will remain in the foreground, undermining the ability of relatively elevated rates to sustain the pound. Tactically, we see weakness in UK nominal GDP growth in the coming months. Our baseline forecast assumes that the cut-hold tempo is maintained throughout H2 2025, with 25bp cuts in August and November, and Bank Rate falling further in 2026. This means the BoE will cut rates by at least one more cut the market is pricing to mid-2026. https://lnkd.in/ehQurbHC

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How could the macro environment affect portfolios in 2026? With higher-for-longer inflation and interest rates, rising downside risk tied to AI-driven earnings and a 30% probability consensus of a recession, Apollo Chief Economist Torsten Slok highlights the forces shaping the outlook and their potential implications for investors across both equities and credit. Learn more at apollo.com/outlook.

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The investment world has changed, but the value of strong, research-driven ideas hasn’t. Our paper highlights how buy-side Alpha Capture can help that systemic precision address more institutional allocators portfolio objectives in a transparent, aligned, and scalable way. https://lnkd.in/e2xnX98b

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Morgan Stanley’s move on EquityZen isn’t just fintech M&A it’s about owning the bridge to private-market access. EquityZen brings deal flow and pricing insight; Morgan Stanley brings scale and clients. Capital and information are converging this deal sits right at that intersection. #PrivateMarkets #Secondaries #WealthManagement #ProfBInsights

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At Pony.ai, our vision for autonomous driving goes beyond innovation — it’s about creating enduring value for cities and communities through safe, scalable deployment. We’re honored to be featured in Baillie Gifford’s latest Short Briefings on Long-Term Thinking podcast on emerging market innovation. In this episode, Alice Stretch, an investment manager on Baillie Gifford’s Emerging Markets Equity Team, discusses with host Leo Kelion how some of today’s most disruptive companies are innovating at speed and redefining expectations.  Listen to the episode to learn how our autonomous driving technology — and the broader emerging market innovation landscape — is evolving and contributing to long-term progress in urban mobility. → Listen now: https://bit.ly/3BKV3a8.  #PonyAI #Robotaxi #AutonomousDriving #UrbanMobility 

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