Professional Wealth Managementt

Home / Asset Allocation

RSS

Asset Allocation

Jane Sloan, iShares
From Asset Allocation / ETFs February 21, 2018

Smart beta strategies start to gain traction

The ETF industry is growing in size, with previously niche areas such as fixed income and smart beta reaching a wider audience than ever before

PWM_Perspectives_Series_logo_RGB
From Asset Allocation / ETFs February 20, 2018

The rise of fixed income ETFs in private portfolios

PWM’s Perspectives debate brought together some of Europe’s leading wealth managers to discuss the outlook for fixed income in 2018 and get an indication on how fixed income ETFs are used in private client portfolios

PWM 0218 cover
From Asset Allocation / Portfolio Management February 16, 2018

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

PWM 0218 cover
From Asset Allocation / Portfolio Management February 16, 2018

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

PWM 0218 cover
From Asset Allocation / Portfolio Management February 16, 2018

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 

Stephanie Luedke, Citi Private Bank
From Asset Allocation / Thematic Investing January 2, 2018

Sustainable investments strike chord with female clients

Female investors are more attuned to social and environmental issues, but merely pushing products in their direction is not the way to meet their needs  

Brooks Ritchey, K2 Advisors
From Asset Allocation / Alternatives January 2, 2018

Fears over public markets add to alternatives’ appeal

Investors are looking to private equity, hedge funds and real estate to both protect themselves from any stockmarket sell-off and to generate returns, while providers are responding by finding new routes into the market

David Older, Carmignac
From Asset Allocation / Portfolio Management November 10, 2017

How to position portfolios in an age of disruption

The pace of technological disruption is likely to increase in the years ahead. There will clearly be winners and losers from this upheaval – how should investors respond?

PWM_Perspectives_Series_logo_RGB
From Asset Allocation / ETFs November 2, 2017

The changing role of ETFs in private client portfolios

PWM’s Perspectives debate brought together some of Europe’s leading wealth managers to discuss the use of ETFs in private client portfolios and how their phenomenal growth is shaping the wealth management landscape.

John Beck, Franklin Templeton
From Asset Allocation / Fixed Income October 24, 2017

Look further afield to make fixed income pay

With all eyes on the direction of central banks’ monetary policies, investors continue to be frustrated by government bond yields, though there are attractive returns to be found in other areas of the market

Latest PWM video

    Since being accepted for EU membership in 2004, Malta has been on an upward trajectory in terms of economic growth, tourism and a flourishing financial centre, but the government faces challenges managing sectors such as finance, gaming and the Citizenship by Investment programme, which can all attract controversy.

    Join our community

               
     

    Global Private Banking Awards 2017

    By continuing to use this site you consent to the use of cookies on your device as described in our cookie policy unless you have disabled them. You can change your cookie settings at any time but parts of our site will not function correctly without them.