The fund management industry has taken investor interest in ESG seriously, although a lack of standards can make selection difficult
Asset Allocation
From
PWM Research
/ Asset Allocation
December 17, 2020
Fund flows reflect rising client demand for responsible solutions
From
PWM Research
/ Asset Allocation
August 5, 2020
Coronavirus unlikely to spell end of the office
Working from home may have become the norm during the pandemic, but its is doubtful companies will drastically cut back on their property portfolios, though a focus on sustainability and employee wellness is likely to increase
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
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
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.
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