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Sergio Trezzi, Invesco
From PWM Research / Sub-Advisory April 17, 2018

Bespoke solutions for the retail investment space

Sub-advisory mandates can offer tailored solutions to meet advisers’ needs and higher levels of transparency which in turn increases trust

Ryan Blute, Pimco
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

PWM 0218 cover
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

PWM 0218 cover
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

PWM 0218 cover
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

Chart 9 cross-border
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

Chart 8 growth drivers
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

Chart 6 growth opps
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

Chart 4 Trump AA
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 

Chart 3 - impact of Brexit

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

Click for more videos

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