Clients are responsive to the transformational effects global mega trends are likely to have, as well as their ability to boost returns and smooth volatility
Asset Allocation

Global Asset Tracker: High conviction themes move to core of client portfolios

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

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

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?

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

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

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

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

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

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
Join PWM's Yuri Bender for the annual announcement of our Global Private Banking Awards, plus a bonus discussion about the industry's future with Mercer's Cara Williams, Aite Group's Alois Pirker and independent wealth consultant Seb Dovey.
PWM Digital Edition (December 2020 - January 2021)
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