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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?

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

Investors in emerging markets are beginning to see Ukraine as an interesting macro-economic story, says ICU Founding Partner Makar Paseniuk; while the firm’s Head of Venture and Tech Investments discusses start-up potential.

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