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From Asset Allocation February 28, 2022

Global Asset Tracker: Clients urged to abandon conservative mindset

With fixed income and cash no longer delivering, CIOs are urging clients to embrace equities and alternatives

Bobby Vedral, Toscafund Asset Management
From Asset Allocation / Portfolio Management February 24, 2022

Inflation and invasions: the problems facing investors in 2022

Russian aggression towards Ukraine and ongoing China-Taiwan tensions are worrying investors, while the spectre of inflation is looming

Charlotte Thorne, Capital Generation Partners
From Asset Allocation / Alternatives February 18, 2022

Private View Blog: Why direct investing is the wrong approach for most private equity investors

Direct investing is not easy to do well and most investors looking to access private equity markets would be better off taking the fund approach, argues CapGen’s Charlotte Thorne

Adelaide Cracco, European Investment Fund
From Asset Allocation / Sustainable Investing February 1, 2022

Financial industry discovers economic potential of the oceans

The seas and oceans are key to tackling climate change but the investment opportunities in the so-called ‘blue economy’ are also considerable  

Nannette Hechler-Fayd’herbe, Credit Suisse
From Asset Allocation / Portfolio Management December 16, 2021

Investment outlook 2022: the great transition

What investors need to know to stay a step ahead as the global economy moves from the volatility of the pandemic towards a new state

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From Asset Allocation / Portfolio Management December 15, 2021

Sourcing new diversifiers beyond fixed income

Pascal Blanqué, group chief investment officer at Amundi, talks to PWM about two decades of portfolio management trends

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From Asset Allocation / Portfolio Management December 15, 2021

The past, present and future of portfolio management

To celebrate two decades since launch of PWM, we invited a cohort of high-profile chief investment officers, advising $4tn in assets between them, to reflect on major historic trends in structuring portfolios, which still have resonance in wealth management today

Fahad Kamal, Kleinwort Hambros
From Asset Allocation / Equity December 15, 2021

Major markets experience a tale of two tech booms

Global crises, the rise of mega cap tech stocks and the explosion of passive investing mean markets look very different today to past eras   

Wind and solar
From Asset Allocation / Sustainable Investing December 10, 2021

Why stewardship is the new linchpin of climate investing

The only way to reach climate targets will be if shareholders take a more active approach, thus forcing companies down a greener path 

Nicolas Roth, REYL & Cie
From Asset Allocation / Alternatives October 29, 2021

Private View Blog: Private markets are not a panacea for yield-starved investors

Private markets may be becoming more mainstream but would-be investors must be aware of what they would be getting into

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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