US equity markets have surged on the promise the Trump administration will deliver policies to boost the country’s economic output. But as the president’s agenda appears to stall, are we in line for a correction?
USA

Trump trade stalls as market worries over policy delivery

US election fallout: where do the investment opportunities lie?
Many investment professionals are surprisingly upbeat on the impact the upcoming Trump presidency will have on markets, sensing buying opportunities amid the uncertainty

Financial world braces itself for period of uncertainty following Trump victory
Investors must be aware of heightened political risks following Donald Trump’s win in the US election, including keeping an eye on developments in Europe

Combining tech tools with private relationships
In a web exclusive, PWM talks to Kelly Coffey, CEO of JP Morgan’s US Private Bank, about innovation and how clients’ expectations are shaped by their experiences with non-financial firms

Silicon Valley extends deep into US wealth management
New York may be the centre of the financial industry in the US, but regional variations mean the biggest banks need a physical presence across the country to cater to clients, as well as overseas if they have global ambitions

US equities hit record highs as fears over recession fade
Fears of an imminent US recession have abated and recent economic data looks strong, but is the country really in as good a shape as its record-breaking equity markets would suggest?

Is now the time to invest in emerging markets?
Jeffrey Sacks, Emea investment strategist at Citi Private Bank and Ajay Kapur, Asia and global emerging markets strategist at BofA Merrill Lynch Global Research, ask whether emerging markets have turned a corner

The consequences of ultra-loose central bank monetary policy
Have markets lost faith in central banks? Have their policies failed? What happens next? Mark Haefele, global chief Investment officer at UBS Wealth Management, Didier Saint-Georges, MD and member of the Investment Committee at Carmignac and Paul Lambert, head of currency, Insight Investment give their views on how investors should be reacting
High conviction strategies find alpha in ultra-efficient markets
In the hands of concentrated managers, portfolios can outperform benchmark indices even in the highly efficient US equity market
Swiss and US names dominate private banking brand rankings
UBS’s brand value has surged by almost a third over the past 12 months, giving it a clear lead over its rivals
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Join PWM's Yuri Bender for the annual announcement of our Global Private Banking Awards, plus a bonus discussion about the industry's future with Mercer's Cara Williams, Aite Group's Alois Pirker and independent wealth consultant Seb Dovey.
PWM Digital Edition (February/March 2021)
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