Geopolitics
Private bank investment chiefs tackle debt, demographics and deglobalisation
Elisa Battaglia Trovato
As markets enter 2026 buoyed by strong returns but unsettled by geopolitics, wealth managers are rethinking asset allocation to balance the promise of AI-driven...
Investment firms seek to face down Trump threat
Yuri Bender
Wealth management bosses are privately critical of President Trump’s chaotic economic policies, but some leading voices are now calling for collective resistanc...
Demographics, defence stocks and digital wealth management: PWM Tea Break
Louise Tumchewics, visiting fellow at the University of Southern Denmark, talks to PWM about great power competition and its geoeconomic impact on portfolios an...
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December 5, 2025
Tokyo finds favour despite Beijing stand-off
Yuri Bender
Tensions over Taiwan have reignited emotions in China and Japan, but analysts say the Asian economies are so intertwined that they will continue their economic ...
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 15, 2025
Ukraine’s dual-use tech seeks family backers
Yuri Bender
With more than 15,000 military tech Ukrainian start-ups attracting investment, the country’s ‘garage industry’ is coming of age...
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...
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 1, 2025
Private equity, people businesses and productivity: PWM Tea Break
Charlotte Morris, co-lead manager of Pantheon International, speaks to PWM about how the global economic order policed by the World Trade Organisation might be ...