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From Asset Allocation / Portfolio Management December 17, 2019

Steering a route between fund brands and their stars

With distribution a key battleground among asset managers, the way they market themselves to advisers and end investors is increasingly important

Tatjana Greil-Castro, Muzinich & Co
From Asset Allocation / Portfolio Management October 28, 2019

Investors re-evaluate bonds in light of negative yields

With income hard to find, particularly in swathes of European sovereign debt which is yielding zero or less, investors are seeking out opportunities in more exotic parts of the bond markets

Federal Reserve
From Asset Allocation / Portfolio Management August 28, 2019

Fixed income is here to stay, but in what form?

PWM gathered leading figures from the fixed income world to debate the future of the asset class and the role bonds may play in investors’ portfolios

Gerard O'Reilly, Dimensional Fund Advisors
From Asset Allocation / Portfolio Management August 27, 2019

Data-driven Dimensional takes aim at world of wealth

A systematic investment process is good news for investors because it is repeatable, says Dimensional Fund Advisors’ Gerard O’Reilly,  but those burned by black box strategies in the past will take some convincing

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From Asset Allocation / Portfolio Management August 21, 2019

Putting some passion into portfolios

Investment grade collectibles offer not only the joy of ownership but diversified returns and a hedge against inflation. Yet with markets like fine art opaque and illiquid, access to advice is essential 

Christophe Donay, Pictet
From Asset Allocation / Portfolio Management August 21, 2019

Investors ready to stomach illiquidity in search for returns

Low yields from fixed income and an ageing bull market are pushing investors into alternative asset classes such as private equity and hedge funds

Keyu Jin, LSE
From Asset Allocation / Portfolio Management November 14, 2018

Trade war a symptom of changing relationship between China and the US

In the short-term, the trade spat with the US could prove damaging to China, but the picture changes further down the line

Andrew Balls, Pimco
From Asset Allocation / Portfolio Management October 26, 2018

Investors keep powder dry as bonds enter the unknown

With yields higher than they have been in years, bonds are once again an interesting option for income-seeking investors, but there are fears what rising rates and an end to QE might mean for the asset class

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From Asset Allocation / Portfolio Management February 16, 2018

Global Asset Tracker: Asia and emerging markets predicted to enjoy strong year

Most private banks expect Japanese equities to continue to perform in 2018, with European stocks also expected to do well

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From Asset Allocation / Portfolio Management February 16, 2018

Global Asset Tracker: Impact of technology key long-term play for wealth firms

More than 70 per cent of responders to PWM's Global Asset Allocation survey implement cross-sector investment themes, with interest in robotics and AI particularly high

PWM is delighted to announce its mid-summer Wealth Tech webinar and awards, focused on developing channels and models for improving communication between banks and their private clients. Our panellists will assess the impact of Covid-19 as an accelerator to digitalisation, define the key success factors of digital engagement platforms and attempt to find the optimal mix between ‘robo’ and ‘real’ investment advice.

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PWM Digital Edition (June/July)

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