Professional Wealth Management

Global Asset Tracker

Bonds back in focus amid trade tensions
Global Asset TrackerSPECIAL REPORT

Bonds back in focus amid trade tensions

By Elisa Battaglia Trovato

As rising trade tensions and inflation push bonds back into the spotlight, wealth managers are turning to high-quality debt for income and protection, favouring...
Family offices fuel AI push in private markets
Global Asset TrackerSPECIAL REPORT

Family offices fuel AI push in private markets

By Elisa Battaglia Trovato

Ultra-wealthy investors are doubling down on artificial intelligence, increasing allocations to private assets to gain early access to innovation, diversify ris...
Private bank CIOs shift strategies as market uncertainty grows
Global Asset TrackerSPECIAL REPORT

Private bank CIOs shift strategies as market uncertainty grows

By Elisa Battaglia Trovato

Alternatives and dynamic asset allocation are defining the new order for private banks seeking to navigate risks and seize new opportunities in response to trad...

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Global Asset TrackerSPECIAL REPORT
March 18, 2025

Investors weigh up Europe’s investment appeal in a volatile market

By Elisa Battaglia Trovato

Europe is looking increasingly attractive for portfolio investors previously biased to the US, but they must be prepared to act quickly in response to fast-chan...

Fixed income window remains ajar

By Elisa Battaglia Trovato

Despite poor returns, investment bosses are increasingly optimistic about a bonds bounce-back and are recommending overweight positions for the recently trouble...
February 28, 2024

Private bank CIOs predict a good year ahead for both stocks and bonds

By Elisa Battaglia Trovato

PWM's Global Asset Tracker survey finds chief investment officers expect the US to lead equity markets in 2024, though all eyes are on what the Fed does next....
February 26, 2024

Alternative assets becoming key battleground for wealth managers

By Elisa Battaglia Trovato

With barriers to entry falling, alternative and private assets are set to become increasingly important in high net worth investors’ portfolios....
March 8, 2023

Global Asset Tracker: Plotting a course through global uncertainty

Elisa Trovato

Respondents to PWM’s eighth annual asset allocation survey recommend clients take a defensive stance in portfolios to counter multiple headwinds...

Global Asset Tracker: Banks urge investors to embrace alternatives

By Elisa Trovato

Hedge funds and private assets can help diversify portfolios and reduce volatility, but private clients remain sceptical...