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
Portfolio Management

Investors keep powder dry as bonds enter the unknown

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

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

Global asset tracker: Clock ticking for the low volatility era
A sell-off in global stocks in early 2018 may have spooked investors, but respondents to PWM’s third annual asset allocation survey remain optimistic that the global economy remains on course

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?

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

Why the return of diversification between asset classes is good news for investors
Investors have been deprived of the benefits of diversification since the financial crisis as equity and bond returns have mostly been moving in tandem. But the correlation between asset classes has started to fall away, just as it has within equity markets themselves

Multi-asset: a new era for diversified investments
Cedric Baron of Generali Investments speaks to PWM about the evolution of multi-asset investing and how to spread a portfolio across a variety of holdings to achieve both a regular income and healthy capital growth, while minimising risk
Join PWM's Yuri Bender for the annual announcement of our Global Private Banking Awards, plus a bonus discussion about the industry's future with Mercer's Cara Williams, Aite Group's Alois Pirker and independent wealth consultant Seb Dovey.
PWM Digital Edition (December 2020 - January 2021)
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