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Muriel Danis

Wealth managers face challenges to make sustainability default setting in portfolios

The benefits to running sustainable portfolios as standard for clients are widespread, but private banks must overcome a number of hurdles if they are to achieve this

PWM 0422 cover
From Asset Allocation / Portfolio Management April 22, 2022

Private banks keep eye on political risk

The wealth management industry is under considerable pressure to clarify how it deals with assets linked to authoritarian regimes

Michael O'Sullivan

Private View Blog: Invasion of Ukraine signals death knell for globalisation

Many of the boons of an interconnected world – low inflation, peace and the spread of prosperity – are now being reversed, argues Mike O’Sullivan

Arnab Das, Invesco
From Asset Allocation / Portfolio Management March 30, 2022

Europe’s economic vulnerabilities could lead to closer political union

Already battered by Covid, Europe is ill-prepared to weather the inflationary storm which has been magnified by war in Ukraine. Will the continent find unity in adversity?

Zelensky
From Asset Allocation / Portfolio Management March 11, 2022

Russian invasion of Ukraine puts financial firms’ ESG promises to the test

Banks may talk about the importance of governance, but some firms have been quicker than others to scale back on their Russian operations and investments

Bobby Vedral, Toscafund Asset Management
From Asset Allocation / Portfolio Management February 24, 2022

Inflation and invasions: the problems facing investors in 2022

Russian aggression towards Ukraine and ongoing China-Taiwan tensions are worrying investors, while the spectre of inflation is looming

Nannette Hechler-Fayd’herbe, Credit Suisse
From Asset Allocation / Portfolio Management December 16, 2021

Investment outlook 2022: the great transition

What investors need to know to stay a step ahead as the global economy moves from the volatility of the pandemic towards a new state

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From Asset Allocation / Portfolio Management December 15, 2021

Sourcing new diversifiers beyond fixed income

Pascal Blanqué, group chief investment officer at Amundi, talks to PWM about two decades of portfolio management trends

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From Asset Allocation / Portfolio Management December 15, 2021

The past, present and future of portfolio management

To celebrate two decades since launch of PWM, we invited a cohort of high-profile chief investment officers, advising $4tn in assets between them, to reflect on major historic trends in structuring portfolios, which still have resonance in wealth management today

Michelle Scrimgeour, Legal & General Investment Management
From Asset Allocation / Portfolio Management September 14, 2021

Asset management’s pivotal role in transition to low carbon economy

The support of the asset management industry is essential if net zero emission goals are to be reached, but success requires involvement from all levels of society

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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