Professional Wealth Managementt

Home / Asset Allocation

RSS

Asset Allocation

Robin Geffen, Neptune
From Asset Allocation / Equity February 1, 2019

Fintech on Friday: Investors underweight tech stocks

Technology is disrupting almost every industry, yet most investors are underexposed to tech stocks. Do recent corrections provide a buying opportunity?

Lee Wong, Lombard Odier
From Asset Allocation / Alternatives December 17, 2018

ESG and private equity dominate Far Eastern family forum debate

Family offices across Asia are building networks of like-minded individuals in order to swap ideas and find investment partners   

Fahad Kamal, Kleinwort Hambros
From Asset Allocation / Alternatives December 17, 2018

Promise of a smoother ride boosts interest in alternatives

Alternative investments such as private equity and hedge funds promise returns that are uncorrelated to increasingly turbulent public markets. Should those who can gain access be boosting allocations?

PWM_Perspectives_Series_logo_RGB
From Asset Allocation / ETFs November 16, 2018

Demand for smarter, more sustainable ETFs on the up

PWM travelled to the shores of Lake Geneva to meet prominent figures in the Swiss asset management and private banking space for a discussion on the latest exchange traded fund trends and developments, including demand for more dynamic strategies and growing interest in sustainable solutions 

Keyu Jin, LSE
From Asset Allocation / Portfolio Management November 14, 2018

Trade war a symptom of changing relationship between China and the US

In the short-term, the trade spat with the US could prove damaging to China, but the picture changes further down the line

Andrew Balls, Pimco
From Asset Allocation / Portfolio Management October 26, 2018

Investors keep powder dry as bonds enter the unknown

With yields higher than they have been in years, bonds are once again an interesting option for income-seeking investors, but there are fears what rising rates and an end to QE might mean for the asset class

Rick Rieder, BlackRock
From Asset Allocation / Fixed Income September 6, 2018

BlackRock bonds boss warns markets suffer from tunnel vision

BlackRock’s global fixed income CIO Rick Rieder talks Turkey, ESG, liquidity and big data

Grace Peters, JP Morgan
From Asset Allocation / Equity August 16, 2018

Politics and trade wars cloud European outlook

Europe’s economy continues to grow and fundamentals appear sound, but could political headwinds, not least the threat of a trade war with the US, bring the continent’s recovery to a premature end? 

Sharmin Mossavar-Rahmani, Goldman Sachs
From Asset Allocation / Equity July 6, 2018

Should high net worth clients really risk exposure to emerging markets?

Developing economies have endured a turbulent few months, but even over the longer term they tend to display more volatility than developed markets. Are high net worth investors better off avoiding them completely?

Luca Paolini, Pictet Asset Management
From Asset Allocation / Equity June 22, 2018

Fintech on Friday: Emerging markets becoming centres of innovation

The technology sector has been a big driver of emerging market returns of late and there are now signs that these economies are becoming innovation hubs in their own right

Latest PWM video

Steve Brice, Chief Investment Strategist at Standard Chartered Private Bank, tells Elisa Trovato why he favours US and Asia ex-Japan equities, despite trade tensions, and explains why contrarian calls may work in the current market environment.

Click for more videos

Join our community

           
 

Global Private Banking Awards 2018

Wealth Tech Awards 2018