Professional Wealth Managementt

By PWM Editor

“It is not surprising to see markets behaving in a more tactical way, as investors adapt to the monetary tightening anticipated in the US. It may take a few months before visibility comes back; sector rotation is likely to continue to the benefit of larger caps and companies which have visible and stable earnings growth. We maintain a low exposure to small caps and our stance favouring quality growth. We remain underweight in fixed income, with an overweight on high yield bonds.”

 

Already registered? Sign in here to access content now.

 

To read PWM content for free, register now by completing a short form.

 

Registered users benefit from:

  • Full access to all articles, videos and podcasts
  • E-newsletters featuring the latest content
  • Coverage of the latest opportunities, challenges, game-changing regulations and competing markets
  • Bespoke PWM research: sub-advisory, asset allocation, Global Private Banking Awards, Wealth Tech Awards