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Renata Klita, L&C
From Asset Allocation / Equity June 24, 2019

Can emerging markets sail through trade storms?

The escalating trade war between China and the US could well act as a drag on the entire global economy, but emerging markets seem particularly vulnerable  

Interest in SRI yet to be matched by significant capital allocations

Entrepreneurs are undoubtedly expressing an interest in sustainable and responsible investing, but allocations remain sluggish 

Netflix
From Asset Allocation / Equity April 26, 2019

Fintech on Friday: Have the FAANGs lost their bite?

Technology stocks have regained the ground they lost late last year, but will the FAANGs – Facebook, Amazon, Apple, Netflix and Google – retain their pre-eminence?

PWM 0419 cover

Impact investing blooms into life

Investors are increasingly seeking to create a positive impact on society and the environment through their investment activities. Can private banks help turn this desire into reality?

Kasia Kiladis, Fidelity International
From Asset Allocation / Equity April 15, 2019

How long can the good times last in the US?

The US economy is predicted to slow this year, but that does not mean there are no investment opportunities to be found, with the technology and healthcare sectors attracting plenty of interest  

Elliot Smither web
From Asset Allocation / ETFs March 7, 2019

Private View Blog: Time for smart beta strategies to prove their worth

ETFs have thrived in the long bull market, but the return of volatility to markets should mean a more fertile environment for active managers. Will smart beta ETFs be able to compete?

Claire Perryman, SPDR
From Asset Allocation / ETFs February 27, 2019

ETFs brace for shift in investment landscape

Passive ETFs have enjoyed a QE-fuelled bull market for years. As the economic cycle winds down, will they continue to see inflows, or could smart beta strategies finally come of age?

PWM 0219 cover
From Asset Allocation February 25, 2019

Global Asset Tracker: Keeping a clear head late in the economic cycle

Respondents to PWM’s fourth annual asset allocation survey still have faith in risk assets, but tactical overweights to equities have fallen in favour of larger exposures to cash

PWM 0219 cover
From Asset Allocation / Sustainable Investing February 25, 2019

Global Asset Tracker: Macro mega trends strike chord with wealthy clients

Investments identifying long-term themes, such as the rise of technology and changing demographics, are popular among private banking clients 

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?

Nannette Hechler Fayd'herbe, chief investment officer for international wealth management and global head of economics and research at Credit Suisse, discusses the global economic outlook, trade wars and central bank policy with Elliot Smither.

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