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Portfolio Management

Mads Pedersen, UBS Wealth Management

US election fallout: where do the investment opportunities lie?

Many investment professionals are surprisingly upbeat on the impact the upcoming Trump presidency will have on markets, sensing buying opportunities amid the uncertainty

Trump wins

Financial world braces itself for period of uncertainty following Trump victory

Investors must be aware of heightened political risks following Donald Trump’s win in the US election, including keeping an eye on developments in Europe

Rogerio Pessoa, BTG Pactual

Brazil turnaround will set Latin America on road to recovery

With a new government in place, Brazil looks set to leave its economic woes behind, which bodes well for the region as a whole

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Learning to live with heightened political risk

Brexit, the US election and the rise of populism are just some of the geopolitical risks stalking global markets. How significant are these threats, and how should private portfolios be positioned in response?

Nick Melhuish, Amundi

US equities hit record highs as fears over recession fade

Fears of an imminent US recession have abated and recent economic data looks strong, but is the country really in as good a shape as its record-breaking equity markets would suggest?

Patrick Mange, BNP IP

Emerging markets see light at end of the tunnel

The prospects for emerging markets look better than they have done for some time while equity valuations remain attractive. Is now the time to invest?

Mark Haefele, UBS Wealth Management

The consequences of ultra-loose central bank monetary policy

Have markets lost faith in central banks? Have their policies failed? What happens next? Mark Haefele, global chief Investment officer at UBS Wealth Management, Didier Saint-Georges, MD and member of the Investment Committee at Carmignac and Paul Lambert, head of currency, Insight Investment give their views on how investors should be reacting

Peter Branner, SEB

Need for one-stop solution means multi-asset funds far from a fad

Both retail and high net worth investors are showing more interest in multi-asset products, proving a major draw due to range and flexibility

Ousmene Mandeng, New Sparta Asset Management

Long-term mindset needed to get the most out of Africa

Africa is brimming with opportunity, but investors should spread their nets widely and look beyond commodity producers towards other sectors such as infrastructure and consumer-driven industries

Karim El Solh, Gulf Capital

Why there is more to the Gulf than oil

Karim EL Solh, CEO of Gulf Capital, talks to Yuri Bender about the impact of low oil prices on the GCC and why private equity may be the best investment route into the region

Global Private Banking Awards 2022 Highlights

More than 120 banks from 50 countries around the world entered this year’s annual global private banking awards. 19 of those entrants have won more than one award. Of these, six institutions - including Citi Private Bank, BTG Pactual, Erste Private Banking, HSBC Private Banking, Northern Trust, Itaú Private Bank – gained the top position in three categories each. Video highlights from the 2022 Global Private Banking Awards.

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Global Private Banking Awards 2022

PWM Digital Edition (October/November 2022)

Wealth Tech Awards 2022

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