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© Alexandre Guirkinger
From Roundtables March 25, 2015

Roundtable: Out with the old asset allocation models and in with the new

PWM hosted a discussion to debate the demise of modern portfolio theory and how asset management techniques are adapting to a new world

Philip Philippides, Amundi
From Roundtables March 4, 2015

Evolution of ETFs creating both obstacles and opportunities

PWM invited eight leading figures from the fund management world to discuss the proliferation of exchange traded funds in private client portfolios 

Eleanor Hope-Bell, State Street Global Advisors
From Roundtables March 27, 2014

The future of ETFs in private client portfolios

PWM invited leading figures in the wealth management industry to discuss what is driving the growth of exchange traded funds, the impact of regulation and the debate between physical and synthetic vehicles

Peter Preisler, T. Rowe Price
From Roundtables September 26, 2013

Regulation impacts sub-advisory growth

Leading figures from the fund management world discuss the changing dynamics of the European distribution landscape and the rationale for outsourcing assets to sub-advisers

Emanuele Ravano, Pimco
From Roundtables July 3, 2013

What does the future hold for fixed income?

As Fed chairman Bernanke set out the case for phasing out all quantitative easing by the middle of next year, what does this mean for the fixed income markets and the role of bonds in private investors’ portfolios?

Florent Brones, BNP Paribas Wealth Management
From Roundtables April 10, 2013

Seeking European equities with international exposure

PWM invited leading figures in the wealth management industry to discuss whether a shift from bonds to equities is really underway and which European stocks would sit best in private client portfolios

Eleanor Hope-Bell, State Street
From Roundtables February 26, 2013

Tumultuous love affair with ETFs set to continue

PWM invited leading figures in the wealth management industry to discuss the huge expansion in the use of ETFs, concerns over synthetic products and implications of this growth for active management

From Roundtables November 22, 2012

Investing in the US - Introduction and speaker biographies

The US economy has been performing better than most developed markets, but with a “fiscal cliff” on the horizon and a stuttering global economy, can this continue?

From Roundtables November 5, 2012

Investing in the US Part 6

The search for yield

From Roundtables November 5, 2012

Investing in the US Part 5

Investment style and manager selection

Latest PWM video

    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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