Asset Allocation
Private bank investment chiefs tackle debt, demographics and deglobalisation
As markets enter 2026 buoyed by strong returns but unsettled by geopolitics,...
Asset Allocation OPINION
India’s continued conundrum for value investors
India’s apparently never-ending performance story has come to an abrupt end, following...
Asset Allocation OPINION
Three global headwinds investors can’t ignore in 2026
As investors enter a challenging period in 2026, the role of AI...
Ageing demographics and tech drive global investment trends
As worker numbers dwindle and technology shapes sustained growth, investors seeking opportunities...
Fund Selection — December 2025
Each month in PWM, eight top European asset allocators reveal how they...
Fund Selection — November 2025
Each month in PWM, eight top European asset allocators reveal how they...
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Riding the private market wave while respecting limits of liquidity
Promoters of private markets rely on structural stories to fuel thirst for their product, but...
Partner content
by
KKR
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Asset Allocation OPINION
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Investing in medtech’s ‘missing middle’
A historical cycle of scarcity and survival presents an opportunity for outsized returns in the...
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How Europe is driving ESG into the mainstream
Substantial inflows across European markets suggests ESG is not retreating but maturing into a core...
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Why Trump trades are reaching their limit
While the actions of the US Fed and President Trump have provided a powerful temporary...