Professional Wealth Managementt

Home / Asset Allocation

RSS

Asset Allocation

David Older, Carmignac
From Asset Allocation / Portfolio Management November 10, 2017

How to position portfolios in an age of disruption

The pace of technological disruption is likely to increase in the years ahead. There will clearly be winners and losers from this upheaval – how should investors respond?

PWM_Perspectives_Series_logo_RGB
From Asset Allocation / ETFs November 2, 2017

The changing role of ETFs in private client portfolios

PWM’s Perspectives debate brought together some of Europe’s leading wealth managers to discuss the use of ETFs in private client portfolios and how their phenomenal growth is shaping the wealth management landscape.

John Beck, Franklin Templeton
From Asset Allocation / Fixed Income October 24, 2017

Look further afield to make fixed income pay

With all eyes on the direction of central banks’ monetary policies, investors continue to be frustrated by government bond yields, though there are attractive returns to be found in other areas of the market

Eric Syz, Banque SYZ & CO SA
From Asset Allocation / Alternatives August 29, 2017

Unquoted assets at forefront of renewed interest in alternatives

Wealthy clients are increasing allocations to private equity and real estate, although appetite for hedge funds remains well below its pre-crisis peak

Nicolas Campiche, Pictet Alternative Advisors
From Asset Allocation / Alternatives August 29, 2017

Higher interest rates to boost hedge funds but fees must be fixed

Allocations to private assets have swelled in recent years, but with the sector getting expensive, hedge funds are beginning to look more attractive

Katie Nixon, Northern Trust
From Asset Allocation / ETFs August 23, 2017

Smarter products allow private banks to deploy ETFs strategically

Private bankers are attracted by the potential of smart beta strategies to outperform the market over time 

Fergus Slinger, iShares
From Asset Allocation / ETFs August 23, 2017

Going gets tough for squeezed middle in European ETF battleground

The European ETF market is dominated by a handful of huge players and a long tail of smaller firms. Is it ripe for consolidation?

Mark Mobius, Franklin Templeton

Emerging markets back after lengthy spell on sidelines

Having endured a torrid few years, emerging markets are once again outperforming their developed peers and valuations remain attractive, so is now the time to invest?

Fintech on Friday: the twin threats of technological change

Disruptive technology is applying downward pressure on wages and could well impact even those on higher incomes. It is therefore doubly important that investment portfolios are positioned to benefit from this growing trend

What might 'President Pence' mean for financial markets?

While it is far too early to write off Donald Trump, the spotlight is increasingly shifting to vice president Mike Pence and what his potential presidency might mean for markets and the global economy

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.

Click for more videos

Join our community

           
 

Global Private Banking Awards 2019

Wealth Tech Awards 2019