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Francois Savary, Prime Partners

Can alternatives protect portfolios from twin threats of recession and inflation?

Portfolios held by the world's wealthiest families are increasing investments into real assets, meaning private banks must develop the necessary expertise to meet this growing demand

Chetan Sehgal, Templeton Emerging Markets Investment Trust
From Asset Allocation / Equity July 8, 2022

Pandemic proves emerging markets’ newfound resilience

Developing markets now have deeper capital markets as well as local investors, meaning they are much better placed to weather global crises

Willem Sels, HSBC

Fintech on Friday: Should investors care about the metaverse?

We stand at the threshold of a new 3D virtual world of the metaverse. Where are the opportunities for investors?

Jonathan Curtis, Franklin Templeton
From Asset Allocation / Equity June 15, 2022

Tech stocks shaken but fundamentals unstirred

Technology stocks hit record valuations during the pandemic but have seen dramatic falls of late. Fund managers are optimistic that the sector will recover though 

Muriel Danis

Wealth managers face challenges to make sustainability default setting in portfolios

The benefits to running sustainable portfolios as standard for clients are widespread, but private banks must overcome a number of hurdles if they are to achieve this

My-Linh Ngo, Bluebay AM
From Asset Allocation / Equity April 25, 2022

Fund industry adapts to increased demand for ESG

Asset managers and regulators have both been keen to show they are in step with sustainability 

PWM 0422 cover
From Asset Allocation / Portfolio Management April 22, 2022

Private banks keep eye on political risk

The wealth management industry is under considerable pressure to clarify how it deals with assets linked to authoritarian regimes

Michael O'Sullivan

Private View Blog: Invasion of Ukraine signals death knell for globalisation

Many of the boons of an interconnected world – low inflation, peace and the spread of prosperity – are now being reversed, argues Mike O’Sullivan

Arnab Das, Invesco
From Asset Allocation / Portfolio Management March 30, 2022

Europe’s economic vulnerabilities could lead to closer political union

Already battered by Covid, Europe is ill-prepared to weather the inflationary storm which has been magnified by war in Ukraine. Will the continent find unity in adversity?

Zelensky
From Asset Allocation / Portfolio Management March 11, 2022

Russian invasion of Ukraine puts financial firms’ ESG promises to the test

Banks may talk about the importance of governance, but some firms have been quicker than others to scale back on their Russian operations and investments

Asian private banks often look for European partners with investment expertise to improve their offer, while relationships with start-ups and tech firms can also help boost innovation in wealth management.

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