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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 

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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

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From Asset Allocation February 28, 2022

Global Asset Tracker: Flexible thinking required to safeguard client portfolios

Rates hikes and persistent rising inflation are seen as the biggest risks for financial markets this year 

Alice Wang, Quaero Capital
From Asset Allocation / Equity February 28, 2022

Will China roar back in Year of the Tiger?

Tightening monetary policy and a regulatory clampdown meant Chinese equities had a year to forget in 2021. Are we in for more of the same?

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From Asset Allocation February 28, 2022

Global Asset Tracker: Steady hand required in era of rising volatility

Respondents to PWM’s seventh annual asset allocation survey recommend clients prioritise risk assets while keeping portfolios well diversified 

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From Asset Allocation February 28, 2022

Global Asset Tracker: Banks bet big on thematics to capture future growth

Technological innovation and sustainability are among the supertrends private bank CIOs are targeting

The concept of ‘financial wellness’ which wealth managers are increasingly trying to identify, combines investment returns with customer experience and hyper-personalisation of products and services.

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