Products and Markets
Transport, technology transition and teaching start-up skills: PWM Tea Break
Arthur Kay, an entrepreneur, academic and adviser to urban renewal specialists Innovo, talks to PWM about key infrastructure investment projects...
Central Europe stirringSPECIAL REPORT
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
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...
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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...
Alternative investmentsOPINION
October 2, 2025
Ambition must meet discipline for private markets investors
Stephen Atkinson
There are hidden challenges lurking in private markets, which wealthy investors need to be wary of before committing capital...
Asset AllocationOPINION
September 22, 2025
Investing in Asian firms with long-term family ownership
Douglas Ledingham
Strategic leadership from Asian families can inject firms with unique advantages, as it helps shape culture, capital allocation and corporate behaviour during a...
Asset AllocationOPINION
September 17, 2025
Portfolio managers seek nuclear option amid geopolitical uncertainty
Didier Duret
A disruptive nuclear strategy, utilising thorium as a more efficient source of energy, is attracting the attention of private investors...