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Asset Allocation

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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

Cameron Falconer, Aviva

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

Manish Kashyap, CBRE

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

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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

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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

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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

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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

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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 

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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

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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

The Startup Show: 3AI

Artificial intelligence is about to transform an asset and wealth management industry not previously known for its dynamism, 3AI CEO Jacob Ayres-Thomson tells PWM's Yuri Bender

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