Professional Wealth Managementt

Home / PWM Research / Asset Allocation

Asset Allocation

0222 cover
From PWM Research / Asset Allocation February 28, 2022

Global Asset Tracker: Flexible thinking required to safeguard client portfolios

Rates hikes and persistent rising inflation are seen as the biggest risks for financial markets this year 

0222 cover
From PWM Research / Asset Allocation February 28, 2022

Global Asset Tracker: Steady hand required in era of rising volatility

Respondents to PWM’s seventh annual asset allocation survey recommend clients prioritise risk assets while keeping portfolios well diversified 

0222 cover
From PWM Research / Asset Allocation February 28, 2022

Global Asset Tracker: Banks bet big on thematics to capture future growth

Technological innovation and sustainability are among the supertrends private bank CIOs are targeting

0222 cover
From PWM Research / Asset Allocation February 28, 2022

Global Asset Tracker: Clients urged to abandon conservative mindset

With fixed income and cash no longer delivering, CIOs are urging clients to embrace equities and alternatives

Katherine Nixon, Northern Trust
From PWM Research / Asset Allocation March 1, 2021

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

Nannette Hechler-Fayd’herbe, Credit Suisse
From PWM Research / Asset Allocation March 1, 2021

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

desert-2227962_1920
From PWM Research / Asset Allocation February 22, 2021

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”

skyscrapers-5838029_1920
From PWM Research / Asset Allocation February 22, 2021

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

Cameron Falconer, Aviva
From PWM Research / Asset Allocation December 17, 2020

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

Manish Kashyap, CBRE
From PWM Research / Asset Allocation August 5, 2020

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

The concept of ‘financial wellness’ which wealth managers are increasingly trying to identify, combines investment returns with customer experience and hyper-personalisation of products and services.

Watch more videos

Global Private Banking Awards 2022

PWM Digital Edition (April/May 2022)

Wealth Tech Awards 2022

Join our community