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

Mentorship helps Asian and African women to power ahead
Encouraging rising talent is crucial to helping women break the glass ceiling

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

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

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”

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

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

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

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

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
Global Private Banking Awards 2022
PWM Digital Edition (March–April 2023)
Wealth Tech Awards 2023
Join our community
|
|
|
|
|
