Geopolitics
GeopoliticsOPINION
Don’t underestimate China’s staying power
Kunal Desai
Amid geopolitical turmoil and rising trade restrictions, limiting Beijing’s access to Western technology, China is showing increased resilience in its capacity ...
Trump, Tesla and trading systematically: PWM Tea Break
Matteo Dante Perruccio, global head of corporate strategy at 3iQ Digital Asset Management, joins PWM’s Yuri Bender and Ali Al-Enazi, over a strong espresso, to ...
How a geopolitical risk premium could help shield investors from today’s conflicts
By Ali Al-Enazi
Do investment houses have the ability to protect their clients from geopolitical shocks?...
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GeopoliticsOPINION
June 13, 2025
Navigating the trade policy ‘air pocket’
By Olga Bitel
Market volatility created by US trade policy is unlikely to go away, so investors need to take a global view of markets, keeping an eye on emerging stories incl...
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....
June 3, 2025
Wittmann woos family money with bold predictions
By Yuri Bender
Private banks have been hamstrung by groupthink and lack of beneficial incentive programmes, with many players missing key geopolitical and investment trends....
Global FamiliesOPINION
May 12, 2025
Family offices must take a global view
By Robert Weeber
Wealthy families in the US and Europe have been transferring wealth abroad due to domestic uncertainties and market volatility, but it is time for them to revis...
GeopoliticsOPINION
April 29, 2025
US market turmoil opens door for European outperformance
By Beat Wittmann
The end of the post-war political, economic and security consensus has major consequences for business models and asset allocations....
GeopoliticsOPINION
April 25, 2025
Markets can’t ignore election of new Pope
By Nigel Green
The direction of the Catholic Church matters not just to its followers, but to the broader themes now driving economic decision-making....