Respondents to PWM’s eighth annual asset allocation survey recommend clients take a defensive stance in portfolios to counter multiple headwinds
PWM Research
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Global Asset Tracker: Plotting a course through global uncertainty
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/ Asset Allocation
Global Asset Tracker: Banks urge investors to embrace alternatives
Hedge funds and private assets can help diversify portfolios and reduce volatility, but private clients remain sceptical
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Global Asset Tracker: Demand for sustainable solutions expected to grow
Clients interested in sustainability are of a long-term mindset and not put off by market volatility and oil price spikes
Diverse and decisive leadership required in times of crisis
Moral leadership is highly prized in the post-Covid world, according to PWM’s latest research
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
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Global Asset Tracker: Flexible thinking required to safeguard client portfolios
Rates hikes and persistent rising inflation are seen as the biggest risks for financial markets this year
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Global Asset Tracker: Steady hand required in era of rising volatility
Respondents to PWM’s seventh annual asset allocation survey recommend clients prioritise risk assets while keeping portfolios well diversified
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PWM Research
/ Asset Allocation
Global Asset Tracker: Banks bet big on thematics to capture future growth
Technological innovation and sustainability are among the supertrends private bank CIOs are targeting
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PWM Research
/ Asset Allocation
Global Asset Tracker: Clients urged to abandon conservative mindset
With fixed income and cash no longer delivering, CIOs are urging clients to embrace equities and alternatives
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PWM Research
The evolving role of leadership in the post-pandemic world
PWM’s latest research finds leaders overwhelmingly believe they must govern with a strong moral compass and lead by example, while following a clear long-term strategy
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