Sub-advisory mandates can offer tailored solutions to meet advisers’ needs and higher levels of transparency which in turn increases trust
PWM Research
From
PWM Research
/ Sub-Advisory
April 17, 2018
Sub-advisory evolves to meet distributors’ rising demands
Respondents to PWM’s 14th annual sub-advisory research survey point to increased regulation and the promise of tailored solutions to meet clients’ needs as driving growth in the sector
From
PWM Research
/ Asset Allocation
February 16, 2018
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
From
PWM Research
/ Asset Allocation
February 16, 2018
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
From
PWM Research
/ Asset Allocation
February 16, 2018
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
From
PWM Research
April 3, 2017
Changing population dynamics top long-term trend for private banks
The population, urbanisation and ageing theme is the top cross-sector investment theme according to private banks, with 75 per cent of respondents to PWM’s Global Asset Tracker implementing it in client portfolios
From
PWM Research
March 27, 2017
US and China key growth drivers of global economy in 2017
Respondents to PWM’s global asset tracker survey see the economies of China and the US as the key drivers of global growth in the year ahead
From
PWM Research
March 20, 2017
Allocators sense opportunities in Europe and Japan
Respondents to PWM’s global asset tracker survey predict high growth in European, global and Japanese equities
From
PWM Research
March 13, 2017
US small caps expected to benefit from Trump effect
US small cap stocks should be less vulnerable to a stronger dollar and tend to outperform at this stage in the economic cycle
From
PWM Research
March 6, 2017
Brexit triggers significant changes in asset allocation
Almost half of respondents to PWM's second annual Global Asset Tracker have reduced exposure to UK stocks
Latest PWM video
Nannette Hechler-Fayd'herbe, Global Head of Investment Strategy and Research at Credit Suisse, talks to Elliot Smither about the outlook for financial markets in 2018 and identifies some of the long-term investment themes which can be used to help make asset allocation decisions
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