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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?

David Zahn, Franklin Templeton
From Asset Allocation / Fixed Income February 25, 2020

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

Sanjay Joshi, L&C
From Asset Allocation / Fixed Income February 19, 2020

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

The concept of ‘financial wellness’ which wealth managers are increasingly trying to identify, combines investment returns with customer experience and hyper-personalisation of products and services.

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