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From PWM Research April 3, 2017

Changing population dynamics top long-term trend for private banks

The population, urbanisation and ageing theme is the top cross-sector investment theme according to private banks, with 75 per cent of respondents to PWM’s Global Asset Tracker implementing it in client portfolios

Chart 9 cross-border
From PWM Research March 27, 2017

US and China key growth drivers of global economy in 2017

Respondents to PWM’s global asset tracker survey see the economies of China and the US as the key drivers of global growth in the year ahead

Chart 8 growth drivers
From PWM Research March 20, 2017

Allocators sense opportunities in Europe and Japan

Respondents to PWM’s global asset tracker survey predict high growth in European, global and Japanese equities

Chart 6 growth opps
From PWM Research March 13, 2017

US small caps expected to benefit from Trump effect

US small cap stocks should be less vulnerable to a stronger dollar and tend to outperform at this stage in the economic cycle

Chart 4 Trump AA
From PWM Research March 6, 2017

Brexit triggers significant changes in asset allocation

Almost half of respondents to PWM's second annual Global Asset Tracker have reduced exposure to UK stocks 

Chart 3 - impact of Brexit
From PWM Research February 27, 2017

Private banks braced for higher volatility

Wealth managers are expecting higher volatility in 2017 and believe portfolio diversification is the best way to mitigate it

Chart 1 - volatility
Paul Donovan, UBS
From PWM Research / Asset Allocation February 27, 2017

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 

Didier Chan-Voc-Chun, UBP
From PWM Research / Sub-Advisory January 4, 2017

Rising regulation drives growth of sub-advisory

Despite a slower 2016, there is evidence that changes to the regulatory environment are driving distributors away from off-the-shelf funds and towards the sub-advisory model

Katherine Nixon, Northern Trust
From PWM Research / Asset Allocation February 18, 2016

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?  

From PWM Research / Asset Allocation February 18, 2016

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

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Bitesize Global Asset Tracker

From PWM Research April 3, 2017

Changing population dynamics top long-term trend for private banks

The population, urbanisation and ageing theme is the top cross-sector investment theme according to private banks, with 75 per cent of respondents to PWM’s Global Asset Tracker implementing it in client portfolios

Chart 9 cross-border

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