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Jeffrey Sacks, Citi
From Asset Allocation / Thematic Investing April 27, 2020

‘Unstoppable’ trends find favour in uncertain world

Thematic funds had been gaining in popularity before the Covid-19 outbreak and as investors struggle to imagine what the future may hold, their appeal looks likely to grow  

Jackie VanderBrug, Merrill and Bank of America Private Bank

Pandemic likely to accelerate push towards ESG investing

The Covid-19 crisis is putting companies’ dealings with their employees and society at large under the spotlight

Markus Müller, Deutsche Bank Wealth Management
From Asset Allocation April 15, 2020

Long-term thinking critical to portfolio health

The coronavirus pandemic may have sent markets into a frenzy, but rather than trying to time the peaks and troughs, wealth managers are stressing the importance of long-term investing, diversification and capital protection

Elisa Trovato web
From Asset Allocation March 5, 2020

Private View Blog: Coronavirus - why investors should hold their nerve

Markets may have fallen from record highs as the coronavirus spreads worldwide, but private banks are urging clients to see the epidemic as a transitory, 'tail' event

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From Asset Allocation / Fixed Income March 2, 2020

Liontrust hunts for returns caused by market anomalies

By taking an active approach to fixed income, investors can cash in on alpha opportunities thrown up by central bank actions

Antoine Lesné, SPDR
From Asset Allocation / Fixed Income March 2, 2020

Putting bonds to work in private portfolios

PWM travelled to Frankfurt to meet leading figures in the German asset management and private banking space and discuss the outlook for fixed income

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From Asset Allocation February 25, 2020

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

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

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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?

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.

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