Rates hikes and persistent rising inflation are seen as the biggest risks for financial markets this year
Asset Allocation
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PWM Research
/ Asset Allocation
Global Asset Tracker: Flexible thinking required to safeguard client portfolios
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PWM Research
/ Asset Allocation
Global Asset Tracker: Steady hand required in era of rising volatility
Respondents to PWM’s seventh annual asset allocation survey recommend clients prioritise risk assets while keeping portfolios well diversified
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PWM Research
/ Asset Allocation
Global Asset Tracker: Banks bet big on thematics to capture future growth
Technological innovation and sustainability are among the supertrends private bank CIOs are targeting
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PWM Research
/ Asset Allocation
Global Asset Tracker: Clients urged to abandon conservative mindset
With fixed income and cash no longer delivering, CIOs are urging clients to embrace equities and alternatives
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PWM Research
/ Asset Allocation
Changing trade patterns may trigger portfolio shifts
Complex cross-border supply chains are being simplified, as the pandemic gives rise to a new trend of deglobalisation
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PWM Research
/ Asset Allocation
Rebalancing client allocations in view of the great rotation
CIOs are finding it hard to persuade clients to review their portfolios, overly exposed to growth stocks and cash, and increase exposure to beaten-down assets
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PWM Research
/ Asset Allocation
Global Asset Tracker: Connecting tech trends with sense and sustainability
Elisa Trovato provides analysis of the Global Asset Tracker 2021 survey, highlighting the themes on investors’ minds as we move into the “the next economic revolution”
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PWM Research
/ Asset Allocation
Repositioning portfolios for a post-pandemic world
Asset allocators are reducing bond exposure in favour of equities and increasing exposure to Asian assets as they prepare for life after Covid-19
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PWM Research
/ Asset Allocation
Fund flows reflect rising client demand for responsible solutions
The fund management industry has taken investor interest in ESG seriously, although a lack of standards can make selection difficult
From
PWM Research
/ Asset Allocation
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
Global Private Banking Awards 2022 Highlights
More than 120 banks from 50 countries around the world entered this year’s annual global private banking awards. 19 of those entrants have won more than one award. Of these, six institutions - including Citi Private Bank, BTG Pactual, Erste Private Banking, HSBC Private Banking, Northern Trust, Itaú Private Bank – gained the top position in three categories each. Video highlights from the 2022 Global Private Banking Awards.
Global Private Banking Awards 2022
PWM Digital Edition (October/November 2022)
Wealth Tech Awards 2022
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