Respondents to PWM’s global asset tracker survey predict high growth in European, global and Japanese equities
PWM Research
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
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
Private banks braced for higher volatility
Wealth managers are expecting higher volatility in 2017 and believe portfolio diversification is the best way to mitigate it

Global asset tracker: Geopolitical risk dominates asset allocators’ outlook
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

Rising regulation drives growth of sub-advisory
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

Global Asset Tracker: Don’t fear market volatility – plan for it
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?
Global Asset Tracker - extra charts
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

Bespoke mandates turn house views into reality
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

‘Global gorillas’ reach for the stars
Fund distribution is changing. A number of “global gorillas” are expanding through acquisition to dominate the cross-border space while other banks look to dominate their domestic markets. But does this benefit investors?
Join PWM's Yuri Bender for the annual announcement of our Global Private Banking Awards, plus a bonus discussion about the industry's future with Mercer's Cara Williams, Aite Group's Alois Pirker and independent wealth consultant Seb Dovey.
PWM Digital Edition (February/March 2021)
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