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Federal Reserve
From Asset Allocation / Portfolio Management August 28, 2019

Fixed income is here to stay, but in what form?

PWM gathered leading figures from the fixed income world to debate the future of the asset class and the role bonds may play in investors’ portfolios

Gerard O'Reilly, Dimensional Fund Advisors
From Asset Allocation / Portfolio Management August 27, 2019

Data-driven Dimensional takes aim at world of wealth

A systematic investment process is good news for investors because it is repeatable, says Dimensional Fund Advisors’ Gerard O’Reilly,  but those burned by black box strategies in the past will take some convincing

Elisa Trovato web
From Asset Allocation / Alternatives August 22, 2019

Private View Blog: Is private equity all it is cracked up to be?

Although many private banks are forecasting strong returns from private equity over the next few years, some believe the asset class could be in for a rough ride

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From Asset Allocation / Portfolio Management August 21, 2019

Putting some passion into portfolios

Investment grade collectibles offer not only the joy of ownership but diversified returns and a hedge against inflation. Yet with markets like fine art opaque and illiquid, access to advice is essential 

Christophe Donay, Pictet
From Asset Allocation / Portfolio Management August 21, 2019

Investors ready to stomach illiquidity in search for returns

Low yields from fixed income and an ageing bull market are pushing investors into alternative asset classes such as private equity and hedge funds

Olav Chen, Storebrand Asset Management
From Asset Allocation / Equity August 20, 2019

Bright spots remain despite gloomy European outlook

Deflationary pressures, political issues, slowing growth and international trade wars are all buffeting European companies, yet opportunities can be found  

Honor Solomon, LGIM
From Asset Allocation / ETFs August 6, 2019

Legal & General branches out into European retail market

Already a major player in the institutional space, Legal & General Investment Management has been taking great strides in the European retail space

Elliot Smither web

Private View Blog: Is ESG a way to tame emerging markets?

Emerging markets are full of potential but notoriously volatile. Can applying an environmental, social and governance approach to investment make for a smoother ride?

PWM Spotlight series new logo
From Asset Allocation / Alternatives June 25, 2019

Building German real estate into client portfolios

With real estate an increasingly attractive asset class for a wide range of investors, changing living patterns, a rising population and the impact of Brexit all help the German market stand out

Renata Klita, L&C
From Asset Allocation / Equity June 24, 2019

Can emerging markets sail through trade storms?

The escalating trade war between China and the US could well act as a drag on the entire global economy, but emerging markets seem particularly vulnerable  

Our panel of wealth management consultants – Mercer’s Cara Williams, Malik Sarwar of the Global Leader Group and Simeon Fowler from the Fowler Fox & Co - discuss industry trends with PWM’s Yuri Bender during the online ceremony for the Global Private Banking Awards 2021.

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