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From Asset Allocation February 25, 2020

Global Asset Tracker: Global stability prompts push into riskier assets

Respondents to PWM’s fifth annual asset allocation survey recommend clients overweight equities and alternatives at the expense of bonds, but warn of increased volatility and the need for a long-term view

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From Asset Allocation / Fixed Income February 25, 2020

Global Asset Tracker: Low yield world sparks new roles for debt and alternatives

Concerns about whether bonds still provide protection against falling equities has prompted banks to look elsewhere for diversification

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From Asset Allocation / Fixed Income February 25, 2020

Should private banks have a licence to kill off bonds?

Fixed income has traditionally played an anchor role in both private and institutional portfolios, providing both yield and a counterbalance to equities. But right now traditional bonds are fulfilling neither of those roles, so it is time to replace them?

David Zahn, Franklin Templeton
From Asset Allocation / Fixed Income February 25, 2020

Politics and climate shape Franklin Templeton view

Unlike their counterparts in equities, bond managers can make money in both good times and bad, believes David Zahn, Franklin Templeton’s fixed income chief in Europe, but they need to be able to read people to really excel

Sanjay Joshi, L&C
From Asset Allocation / Fixed Income February 19, 2020

London & Capital shifts bond holdings to prepare for growth

Sanjay Joshi, London & Capital’s fixed income boss, is cautiously optimistic about the state of the global economy, but warns stability brings its own challenges

Adam Smears, Russel Investments
From Asset Allocation / Fixed Income February 19, 2020

Investors tempted by more exotic fixed income flavours

Those looking for yield from traditional fixed income will be disappointed, so many investors are delving deep into less well trodden parts of the bond markets 

Elliot Smither web
From Asset Allocation / Thematic Investing February 6, 2020

Private View Blog: ESG - do it for the kids

Private banks are finding that ESG is a way for them to establish relationships with the next generation of clients

Simon Redman, Invesco
From Asset Allocation / Alternatives December 17, 2019

Private clients in pole position to capture illiquidity premium

High net worth investors, with their long-term time horizons, appear a great fit for alternative investments, but picking the right partners is vital

Harriet Steele, Hermes
From Asset Allocation / Sustainable Investing December 17, 2019

Hermes’ thematic strategies strike chord with private banks

ESG strategies were part of the Hermes offering long before they became fashionable, but are now winning them new business in the wealth management sector 

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From Asset Allocation / Portfolio Management December 17, 2019

Steering a route between fund brands and their stars

With distribution a key battleground among asset managers, the way they market themselves to advisers and end investors is increasingly important

PWM is delighted to announce its mid-summer Wealth Tech webinar and awards, focused on developing channels and models for improving communication between banks and their private clients. Our panellists will assess the impact of Covid-19 as an accelerator to digitalisation, define the key success factors of digital engagement platforms and attempt to find the optimal mix between ‘robo’ and ‘real’ investment advice.

Find out more

PWM Digital Edition (June/July)

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