Identifying global trends such as the growing population or the rise of the tech sector can help in long-term portfolio management, but implementation still comes down to efficient stock selection
Sustainable Investing

Sustainable investments move into mainstream
Social and environmental concerns are driving investors towards sustainable funds, but research suggests they deliver impressive returns too

Investors eager to access African equities
Africa’s growth story is beginning to grab investors’ attention, but the continent’s stockmarkets are hard to penetrate meaning private equity may be the best route in
Harvesting the growing interest in agriculture
A rising global population and changing diets make agriculture attractive to investors, but the asset class is still in its infancy and standard private equity models may not be the best way in
A more efficient way into the environmental sector
As global resources become scarcer, companies developing more efficient solutions look like attractive investments
Thematic thinking enters mainstream
Investment strategies following themes such as the rise of emerging markets or the development of sustainable energy may be gaining traction, but critics claim they are little more than a marketing ploy

Building durable portfolios key to Sarasin’s approach
Guy Monson, CIO of Sarasin & Partners, discusses with PWM which factors led the bank to become pioneers in thematic investing and evaluates how the concept has fared

Thematic investing: the neverending story
The popularity of hedge funds and high yield investments will rise and fall, but the thematic approach appears to be a trend with staying power
Climate Change Roundtable
PWM invited seven leading figures in private banking and asset management to discuss the role climate change and sustainable investing considerations are having within the industry. Topics covered included the key drivers for sustainable investing and the prevalence of thematic funds
Factoring in the environment
With a growing population and climate change putting pressure on natural resources, asset managers are having to factor ESG issues into their investment decisions
Global Private Banking Awards 2022
PWM Digital Edition (March–April 2023)
Wealth Tech Awards 2023
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