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

Global Asset Tracker: Plotting a course through global uncertainty

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

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

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

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

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

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

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

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

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”
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