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Asset Allocation

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Global Asset Tracker: Plotting a course through global uncertainty

Respondents to PWM’s eighth annual asset allocation survey recommend clients take a defensive stance in portfolios to counter multiple headwinds

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Global Asset Tracker: Banks urge investors to embrace alternatives

Hedge funds and private assets can help diversify portfolios and reduce volatility, but private clients remain sceptical 

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Global Asset Tracker: Demand for sustainable solutions expected to grow

Clients interested in sustainability are of a long-term mindset and not put off by market volatility and oil price spikes

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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 

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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 

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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

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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

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

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

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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”

Governance — Effective Philanthropic Strategies Ch 4/4

Jersey cannot rest on its laurels and must continue to innovate as a financial centre in order to succeed as a hub serving family offices.

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