Asset Allocation
Asset Allocation OPINION
Investors need a new approach to safe havens
Since the 1950s, the wealth management world has embraced a strict and...
Asset Allocation OPINION
Riders on the storm: managing wealth through turbulence
Many investment firms talk about diversification of assets, but it is vital...
Traditional investments OPINION
US regime shift leaves bonds with a licence to thrill
Longer-term Treasuries are increasingly acting like risk assets, shaking investor assumptions and...
Asset Allocation OPINION
Myths and megatrends surrounding long-term inflation
Investment managers must study developments in geopolitics, energy supply, demographics and sociology...
Fund Selection — May 2025
Each month in PWM, eight top European asset allocators reveal how they...
Global Families OPINION
Family offices must take a global view
Wealthy families in the US and Europe have been transferring wealth abroad...
Latest from the same category
Asset Allocation OPINION
6 May 2025
Why Trump’s tariffs fail to ‘Bend it like Beckham’
Diversification across regions and megatrends — including clean energy transition, wealth transfer and AI —...
Geopolitics OPINION
29 April 2025
US market turmoil opens door for European outperformance
The end of the post-war political, economic and security consensus has major consequences for business...
15 April 2025
Fund Selection — April 2025
Each month in PWM, nine top European asset allocators reveal how they would spend €100,000...
Global Asset Tracker SPECIAL REPORT
8 April 2025
Bonds back in focus amid trade tensions
As rising trade tensions and inflation push bonds back into the spotlight, wealth managers are...
Asset Allocation OPINION
2 April 2025
It’s time to diversify portfolios by sector, not country
Globalisation and growing dominance of US stocks have reduced potential for wealth managers to add...