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
Asset Allocation
From
PWM Research
/ Asset Allocation
February 25, 2020
Global Asset Tracker: High conviction themes move to core of client portfolios
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
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
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
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
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
From
PWM Research
/ Asset Allocation
February 16, 2018
Global Asset Tracker: Impact of technology key long-term play for wealth firms
More than 70 per cent of responders to PWM's Global Asset Allocation survey implement cross-sector investment themes, with interest in robotics and AI particularly high
From
PWM Research
/ Asset Allocation
February 16, 2018
Global asset tracker: Clock ticking for the low volatility era
A sell-off in global stocks in early 2018 may have spooked investors, but respondents to PWM’s third annual asset allocation survey remain optimistic that the global economy remains on course
From
PWM Research
/ Asset Allocation
February 27, 2017
Global asset tracker: Geopolitical risk dominates asset allocators’ outlook
PWM’s second asset allocation survey comes at a time when economic fundamentals are expected to play a much more prominent role in asset valuations, while managing volatility will also remain key
From
PWM Research
/ Asset Allocation
February 18, 2016
Global Asset Tracker: Don’t fear market volatility – plan for it
PWM’s first asset allocation survey comes at a time when a number of factors have seen volatility dominating markets. Will this continue and how are leading banks positioning portfolios in response?
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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