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
Asset Allocation
Global Asset Tracker: Keeping a clear head late in the economic cycle
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
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
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
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
Global asset tracker: Geopolitical risk dominates asset allocators’ outlook
PWM’s second asset allocation survey comes at a time when economic fundamentals are expected to play a much more prominent role in asset valuations, while managing volatility will also remain key
Global Asset Tracker: Don’t fear market volatility – plan for it
PWM’s first asset allocation survey comes at a time when a number of factors have seen volatility dominating markets. Will this continue and how are leading banks positioning portfolios in response?
Global Asset Tracker - extra charts
PWM’s first annual private banking Global Asset Tracker survey, based on interviews with chief investment officers, heads of asset allocation and chief investment strategists of 35 selected global and regional private banks. Together they manage more than $7.5tn in total client assets globally
‘Global gorillas’ reach for the stars
Fund distribution is changing. A number of “global gorillas” are expanding through acquisition to dominate the cross-border space while other banks look to dominate their domestic markets. But does this benefit investors?
Finding opportunity in market volatility
Institutional investors are streamlining their decision making process so that they can rise to the investment opportunities thrown up by market turmoil. Ceri Jones reports
Daniel Bilak, Chairman of UkraineInvest and Kyiv Mayor Vitali Klitschko talk about the attractions of investing in Ukraine since the 2014 Revolution, which changed both the political and economic climate.
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