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From Asset Allocation / Equity April 26, 2019

Fintech on Friday: Have the FAANGs lost their bite?

Technology stocks have regained the ground they lost late last year, but will the FAANGs – Facebook, Amazon, Apple, Netflix and Google – retain their pre-eminence?

PWM 0419 cover
From Asset Allocation / Thematic Investing April 15, 2019

Impact investing blooms into life

Investors are increasingly seeking to create a positive impact on society and the environment through their investment activities. Can private banks help turn this desire into reality?

Kasia Kiladis, Fidelity International
From Asset Allocation / Equity April 15, 2019

How long can the good times last in the US?

The US economy is predicted to slow this year, but that does not mean there are no investment opportunities to be found, with the technology and healthcare sectors attracting plenty of interest  

Elliot Smither web
From Asset Allocation / ETFs March 7, 2019

Private View Blog: Time for smart beta strategies to prove their worth

ETFs have thrived in the long bull market, but the return of volatility to markets should mean a more fertile environment for active managers. Will smart beta ETFs be able to compete?

Claire Perryman, SPDR
From Asset Allocation / ETFs February 27, 2019

ETFs brace for shift in investment landscape

Passive ETFs have enjoyed a QE-fuelled bull market for years. As the economic cycle winds down, will they continue to see inflows, or could smart beta strategies finally come of age?

PWM 0219 cover
From Asset Allocation February 25, 2019

Global Asset Tracker: Keeping a clear head late in the economic cycle

Respondents to PWM’s fourth annual asset allocation survey still have faith in risk assets, but tactical overweights to equities have fallen in favour of larger exposures to cash

PWM 0219 cover
From Asset Allocation / Thematic Investing February 25, 2019

Global Asset Tracker: Macro mega trends strike chord with wealthy clients

Investments identifying long-term themes, such as the rise of technology and changing demographics, are popular among private banking clients 

Robin Geffen, Neptune
From Asset Allocation / Equity February 1, 2019

Fintech on Friday: Investors underweight tech stocks

Technology is disrupting almost every industry, yet most investors are underexposed to tech stocks. Do recent corrections provide a buying opportunity?

Lee Wong, Lombard Odier
From Asset Allocation / Alternatives December 17, 2018

ESG and private equity dominate Far Eastern family forum debate

Family offices across Asia are building networks of like-minded individuals in order to swap ideas and find investment partners   

Fahad Kamal, Kleinwort Hambros
From Asset Allocation / Alternatives December 17, 2018

Promise of a smoother ride boosts interest in alternatives

Alternative investments such as private equity and hedge funds promise returns that are uncorrelated to increasingly turbulent public markets. Should those who can gain access be boosting allocations?

Clients of private banks share a huge amount of data and family information with their financial providers, yet the service they receive seldom matches expectations. The time has come for these wealth managers to learn from other industries.

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