Rates hikes and persistent rising inflation are seen as the biggest risks for financial markets this year
Asset Allocation
From
PWM Research
/ Asset Allocation
February 28, 2022
Global Asset Tracker: Flexible thinking required to safeguard client portfolios
From
PWM Research
/ Asset Allocation
February 28, 2022
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
From
PWM Research
/ Asset Allocation
February 28, 2022
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
From
PWM Research
/ Asset Allocation
February 28, 2022
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
From
PWM Research
/ Asset Allocation
March 1, 2021
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
From
PWM Research
/ Asset Allocation
March 1, 2021
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
From
PWM Research
/ Asset Allocation
February 22, 2021
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”
From
PWM Research
/ Asset Allocation
February 22, 2021
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
From
PWM Research
/ Asset Allocation
December 17, 2020
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
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
Agnes Chen, head of Asia Pacific at CSC Global Financial Markets, talks to PWM about key trends in Asian wealth management and how wealthy families are adapting to a fast-changing environment.
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