Asset Allocation
Fund Selection — July 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...
Digital and TechOPINION
US tech titans prepare for AI arms race
By Nigel Green
The largest US tech firms, currently accelerating their AI infrastructure buildout, may also be the best insulated from geopolitical supply chain shifts and tra...
Business modelsOPINION
Wealth transfer requires steep rise in investor knowledge
By Matthew Bax and Amin Rajan
With the great wealth transfer underway, asset and wealth managers must raise awareness of the key principles of investing....
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June 17, 2025
Fund Selection — June 2025
By 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...
June 17, 2025
Sustainable investing at the crossroads
By Elisa Battaglia Trovato
As political winds shift and billions exit ESG funds, sustainable investing stands at a decisive turning point....
Asset AllocationOPINION
June 16, 2025
Tesla’s wild ride: Musk, AI and the trillion-dollar bet
By Matt Britzman
While Tesla’s fortunes in the fast-moving world of electric vehicles are tied to the public persona of Elon Musk, they also depend on maintaining advantage agai...
Asset AllocationOPINION
June 12, 2025
Investors need a new approach to safe havens
By Jonathan Unwin
Since the 1950s, the wealth management world has embraced a strict and ‘efficient’ allocation between equities and bonds, but recent events have changed the for...
Asset AllocationOPINION
June 5, 2025
Riders on the storm: managing wealth through turbulence
By Rupert Lee-Browne
Many investment firms talk about diversification of assets, but it is vital to also keep a keen eye on exposure to currencies....
Traditional investmentsOPINION
May 30, 2025
US regime shift leaves bonds with a licence to thrill
By Nigel Green
Longer-term Treasuries are increasingly acting like risk assets, shaking investor assumptions and changing widely accepted asset allocation conventions....