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Asset Allocation

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It is wise to be wary of the buyout ‘Barbarians’

Private equity was once seen as the domain of aggressive raiders, but now has a cloak of respectability with private banks recommending clients boost allocations. They should do so with their eyes wide open

PWM 0821 cover

Hunger for alternatives skyrockets

Low interest rates and loose monetary policy have led to increasing appetite for alternative assets among yield-hungry private clients

Zsolt Kohalmi, Pictet Alternative Advisors

Real estate bulls buy into Covid recovery

As economies gradually open up, investors have shown faith in those parts of the real estate markets which should do well in the ‘new normal’  

Cristina Alcaide, Pinebridge Investments

Private equity takes big steps towards embracing sustainability

Larger private equity firms have gone a long way towards incorporating ESG into their strategies, although the smaller players still lag behind

Nick Hutton, BlackRock

ETFs pass their Covid test with flying colours

Investors reacted to coronavirus-induced market turbulence by rotating assets within the ETF wrapper, while ESG products have seen multiple launches and inflows

Adam Johnson, Pictet Asset Management

Investors look to play the generation game

Research suggests family-owned businesses tend to  carry less debt and outperform the wider equity market

Matthias Schulthess

Wealth industry adjusts to meet family clients' growing appetite for alternatives

With private equity the asset class of choice for the wealthiest clients, private banks are having to boost their internal skillsets

Nick Peters, Fidelity

Lockdowns lend weight to thematic investing approach

Thematic funds have enjoyed a successful 12 months in terms of both inflows and performance 

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Global Asset Tracker: Connecting tech trends with sense and sustainability

Elisa Trovato provides analysis of the Global Asset Tracker 2021 survey, highlighting the themes on investors’ minds as we move into the “the next economic revolution”

Deforestation

BlackRock's deforestation policy still falling short

Research highlights gap between environmental guidelines and standards at world's largest asset manager

FT Wealth Management Summit: Key ideas and speakers

Join PWM and the FT for the highlights of our summit about delivering the three Ds: digitalisation, diversity and democratisation of investments in wealth management

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