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Su Shan Tan, DBS Bank
From PWM Research April 29, 2021

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

Carol Geremia, MFS Investment Management
From PWM Research April 21, 2021

True diversity and inclusion all about culture, not quotas

Leaders across financial services firms are determined to build more diverse workplaces although many are frustrated by the progress

Katherine Nixon, Northern Trust
From PWM Research / Asset Allocation March 1, 2021

Changing trade patterns may trigger portfolio shifts

Complex cross-border supply chains are being simplified, as the pandemic gives rise to a new trend of deglobalisation

Nannette Hechler-Fayd’herbe, Credit Suisse
From PWM Research / Asset Allocation March 1, 2021

Rebalancing client allocations in view of the great rotation

CIOs are finding it hard to persuade clients to review their portfolios, overly exposed to growth stocks and cash, and increase exposure to beaten-down assets

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From PWM Research / Asset Allocation February 22, 2021

Global Asset Tracker: Connecting tech trends with sense and sustainability

Elisa Trovato provides analysis of the Global Asset Tracker 2021 survey, highlighting the themes on investors’ minds as we move into the “the next economic revolution”

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From PWM Research / Asset Allocation February 22, 2021

Repositioning portfolios for a post-pandemic world

Asset allocators are reducing bond exposure in favour of equities and increasing exposure to Asian assets as they prepare for life after Covid-19

Cameron Falconer, Aviva
From PWM Research / Asset Allocation December 17, 2020

Fund flows reflect rising client demand for responsible solutions

The fund management industry has taken investor interest in ESG seriously, although a lack of standards can make selection difficult

Manish Kashyap, CBRE
From PWM Research / Asset Allocation August 5, 2020

Coronavirus unlikely to spell end of the office

Working from home may have become the norm during the pandemic, but its is doubtful companies will drastically cut back on their property portfolios, though a focus on sustainability and employee wellness is likely to increase

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From PWM Research / Asset Allocation February 25, 2020

Global Asset Tracker: High conviction themes move to core of client portfolios

Clients are responsive to the transformational effects global mega trends are likely to have, as well as their ability to boost returns and smooth volatility

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From PWM Research / Asset Allocation February 25, 2020

Global Asset Tracker: Global stability prompts push into riskier assets

Respondents to PWM’s fifth annual asset allocation survey recommend clients overweight equities and alternatives at the expense of bonds, but warn of increased volatility and the need for a long-term view

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