US small cap stocks should be less vulnerable to a stronger dollar and tend to outperform at this stage in the economic cycle

Almost half of respondents to PWM's second annual Global Asset Tracker have reduced exposure to UK stocks 

Wealth managers are expecting higher volatility in 2017 and believe portfolio diversification is the best way to mitigate it

PWM’s second asset allocation survey comes at a time when economic fundamentals are expected to play a much more prominent role in asset valuations, while managing volatility will also remain key 

Despite a slower 2016, there is evidence that changes to the regulatory environment are driving distributors away from off-the-shelf funds and towards the sub-advisory model

PWM’s first asset allocation survey comes at a time when a number of factors have seen volatility dominating markets. Will this continue and how are leading banks positioning portfolios in response?  

PWM’s first annual private banking Global Asset Tracker survey, based on interviews with chief investment officers, heads of asset allocation and chief investment strategists of 35 selected global and regional private banks. Together they manage more than $7.5tn in total client assets globally

Respondents to PWM’s twelfth annual sub-advisory research survey believe increased regulation and the promise of enhanced returns mean the use of third party managers will continue to grow