Professional Wealth Managementt

Home / PWM Research / Asset Allocation

Asset Allocation

PWM 0218 cover

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 

Paul Donovan, UBS

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 

Katherine Nixon, Northern Trust

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

PWM 0915 cover

‘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?

Finding opportunity in market volatility

Institutional investors are streamlining their decision making process so that they can rise to the investment opportunities thrown up by market turmoil. Ceri Jones reports

images/article/3198.photo.4.jpg

A proactive approach to maximising returns

Institutional investors across Europe are grappling with how best to turn volatility from risk into opportunity. Ceri Jones reveals the results of our investor survey

images/article/2807.photo.2.jpg

Investors to rebalance portfolios

European institutional investors share common concerns, although country-specific differences may drive investment strategies. Ceri Jones reveals the results of our investor survey

INVESTING IN SUSTAINABLE REAL ESTATE - SOCIAL AND ENVIRONMENTAL INVESTMENT CH 4/4

Crispin Royle-Davies, managing director and senior research analyst for public real assets at Nuveen, speaks to PWM about the key role of real estate assets in private portfolios.

Watch more videos

Global Private Banking Awards 2022

PWM Digital Edition (March–April 2023)

Wealth Tech Awards 2023

Join our community