Asset Allocation
SustainabilityOPINION
How Europe is driving ESG into the mainstream
Inma Conde
Substantial inflows across European markets suggests ESG is not retreating but maturing into a core investment approach...
Asset AllocationOPINION
Why Trump trades are reaching their limit
Nigel Green
While the actions of the US Fed and President Trump have provided a powerful temporary floor for markets, investors need to start looking to Asian and European ...
Tokyo transformation attracts global attention
Ali Al-Enazi
Shareholder-friendly strategies are drawing global investors to Japan, a pioneer in robotic technology and automation, now enjoying new pro-business leadership...
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October 21, 2025
Pictet predicts bond shake-up to accompany international realignment
Ali Al-Enazi
The failing guardrails of multilateralism are paving the way for new investment opportunities, according to Swiss stalwart Pictet’s latest asset allocation call...
Central Europe stirringSPECIAL REPORT
October 13, 2025
Blended capital: a new investment model for defence innovation
Andriy Dovbenko
A newly emerging financial architecture which combines state-backed funds with other sources of capital to achieve a common goal could be the answer to a shortf...
Central Europe stirringSPECIAL REPORT
October 13, 2025
Fragile flows mask ‘borscht-belt’ opportunities
Ali Al-Enazi
Within private portfolios, central and eastern European nations are shifting from frontier market status to areas of core focus as investors eye post-war reviva...
October 10, 2025
Fund Selection — October 2025
Panel
Each month in PWM, eight top European asset allocators reveal how they would spend €100,000 in a fund supermarket for a fairly conservative client with a balanc...
Asset AllocationOPINION
October 9, 2025
French turmoil can reshape private portfolios
Michaël Nizard
France’s political stalemate is fast repricing risk and investors should take note if they are to take advantage of these increasingly frequent European opportu...
October 3, 2025
Family offices double down on direct deals
Ali Al-Enazi
Amid tariff turbulence, larger family offices are still increasing allocations to both private and public equities, while focusing attention on some key stock-l...