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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 

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

PWM 0915 cover
From PWM Research / Asset Allocation August 25, 2015

‘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?

From PWM Research / Asset Allocation October 17, 2011

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

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From PWM Research / Asset Allocation April 5, 2011

A proactive approach to maximising returns

Institutional investors across Europe are grappling with how best to turn volatility from risk into opportunity. Ceri Jones reveals the results of our investor survey

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From PWM Research / Asset Allocation February 7, 2010

Investors to rebalance portfolios

European institutional investors share common concerns, although country-specific differences may drive investment strategies. Ceri Jones reveals the results of our investor survey

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    Does mixing assets such as equities, bonds and real estate provide the best formula for achieving both capital growth and a regular income stream and how has multi-asset investment evolved from the more primitive ‘balanced’ portfolio of the 1990s?

    Bitesize Global Asset Tracker

    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

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