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From PWM Research / Asset Allocation February 25, 2020

Global Asset Tracker: High conviction themes move to core of client portfolios

Clients are responsive to the transformational effects global mega trends are likely to have, as well as their ability to boost returns and smooth volatility

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From PWM Research / Asset Allocation February 25, 2020

Global Asset Tracker: Global stability prompts push into riskier assets

Respondents to PWM’s fifth annual asset allocation survey recommend clients overweight equities and alternatives at the expense of bonds, but warn of increased volatility and the need for a long-term view

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From PWM Research / Asset Allocation February 25, 2020

Global Asset Tracker: Low yield world sparks new roles for debt and alternatives

Concerns about whether bonds still provide protection against falling equities has prompted banks to look elsewhere for diversification

Elisa Trovato web
From PWM Research / Sub-Advisory August 8, 2019

Private View Blog: Price is icing on cake of sub-advisory relationships

Sub-advisers may be frustrated about by falling fees and higher service levels, but the model remains appealing for both asset managers and distributors

Brian O'Rourke, Mediolanum Asset Management
From PWM Research / Sub-Advisory April 12, 2019

Sub-advisory can make for marriage made in heaven

The emergence of ‘privileged partnerships’, where sub-advisers run multiple mandates, is a key trend to emerge from PWM’s 15th annual survey of the process

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From PWM Research / Asset Allocation February 25, 2019

Global Asset Tracker: Keeping a clear head late in the economic cycle

Respondents to PWM’s fourth annual asset allocation survey still have faith in risk assets, but tactical overweights to equities have fallen in favour of larger exposures to cash

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From PWM Research / Asset Allocation February 25, 2019

Global Asset Tracker: Macro mega trends strike chord with wealthy clients

Investments identifying long-term themes, such as the rise of technology and changing demographics, are popular among private banking clients 

Sergio Trezzi, Invesco
From PWM Research / Sub-Advisory April 17, 2018

Bespoke solutions for the retail investment space

Sub-advisory mandates can offer tailored solutions to meet advisers’ needs and higher levels of transparency which in turn increases trust

Ryan Blute, Pimco
From PWM Research / Sub-Advisory April 17, 2018

Sub-advisory evolves to meet distributors’ rising demands

Respondents to PWM’s 14th annual sub-advisory research survey point to increased regulation and the promise of tailored solutions to meet clients’ needs as driving growth in the sector

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From PWM Research / Asset Allocation February 16, 2018

Global Asset Tracker: Asia and emerging markets predicted to enjoy strong year

Most private banks expect Japanese equities to continue to perform in 2018, with European stocks also expected to do well

Use of data, improving the client experience and efficient marketing will be key challenges for wealth managers in the post-covid 19 world. Tune into our webinar to hear Jennifer Miller, global vice president of technology provider Vuture, discussing these topics with PWM's Yuri Bender.

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