Brexit, the US election and the rise of populism are just some of the geopolitical risks stalking global markets. How significant are these threats, and how should private portfolios be positioned in response?
Portfolio Management

Learning to live with heightened political risk

US equities hit record highs as fears over recession fade
Fears of an imminent US recession have abated and recent economic data looks strong, but is the country really in as good a shape as its record-breaking equity markets would suggest?

Emerging markets see light at end of the tunnel
The prospects for emerging markets look better than they have done for some time while equity valuations remain attractive. Is now the time to invest?

The consequences of ultra-loose central bank monetary policy
Have markets lost faith in central banks? Have their policies failed? What happens next? Mark Haefele, global chief Investment officer at UBS Wealth Management, Didier Saint-Georges, MD and member of the Investment Committee at Carmignac and Paul Lambert, head of currency, Insight Investment give their views on how investors should be reacting

Need for one-stop solution means multi-asset funds far from a fad
Both retail and high net worth investors are showing more interest in multi-asset products, proving a major draw due to range and flexibility

Long-term mindset needed to get the most out of Africa
Africa is brimming with opportunity, but investors should spread their nets widely and look beyond commodity producers towards other sectors such as infrastructure and consumer-driven industries

Why there is more to the Gulf than oil
Karim EL Solh, CEO of Gulf Capital, talks to Yuri Bender about the impact of low oil prices on the GCC and why private equity may be the best investment route into the region

Drilling for opportunities in landscape of cheap oil
Lower oil prices are here to stay, at least for the time being. What has caused this situation and how should investors be responding?

How bad is the economic situation in China?
Min Lan Tan, head of UBS Wealth Management’s Asia Pacific investment office, and Christophe Donay, chief strategist at Pictet Wealth Management, discuss the situation in China

Finding the investment opportunities created by lower oil prices
Oil prices are unlikely to recover anytime soon. This creates both winners and losers and there are investment opportunities to be found in both
Join PWM's Yuri Bender for the annual announcement of our Global Private Banking Awards, plus a bonus discussion about the industry's future with Mercer's Cara Williams, Aite Group's Alois Pirker and independent wealth consultant Seb Dovey.
PWM Digital Edition (December 2020 - January 2021)
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