Complex cross-border supply chains are being simplified, as the pandemic gives rise to a new trend of deglobalisation
Asset Allocation

Changing trade patterns may trigger portfolio shifts

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

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”

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

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

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 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

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

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

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
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.
PWM Digital Edition (February/March 2021)
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