Professional Wealth Management

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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...
How water and waste combine sustainability and profitability

How water and waste combine sustainability and profitability

By Saurabh Sharma

The water and waste industries have so far proved largely insulated from macroeconomic and political pressures impacting most investment sectors....
It’s time to diversify portfolios by sector, not country

It’s time to diversify portfolios by sector, not country

By Shaun Le Messurier

Globalisation and growing dominance of US stocks have reduced potential for wealth managers to add value at regional and country level....

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March 27, 2025

Energy transition in focus for European wealth firms

By Ali Al-Enazi

While optimism around Europe is rising following significant changes in Germany and the start of Ukraine ceasefire talks, earnings growth for European equities ...
February 27, 2025

Valuations and AI driving family office comeback to China

By Yuri Bender

An over-inflated US tech market and diversification to developing economies is encouraging family offices to return to Chinese stocks embracing technology at lo...
AsiaOPINION
February 13, 2025

Year of the Snake may re-awaken Chinese animal spirits

By Xiadong Bao

With negative sentiment around deflation and geopolitics creating a $43tn market cap gap relative to the US, Beijing is hoping policy changes could still bear f...
February 11, 2025

Has rotation away from the Magnificent Seven begun?

By Nigel Green

Yesterday’s market darlings are still under the spotlight, but it may be time for investors to look beyond the dominant tech titans....
EuropeOPINION
January 29, 2025

Expensive US stocks give Europe a sporting chance

By Paul Jackson

European, Japanese and emerging market stocks can all prove attractive for allocators currently weighted towards an over-invested and inflation-prone US economy...
January 22, 2025

India’s public and private markets on different paths

By Ali Al-Enazi

Public markets in India have seen recovery in global flows while private ones have experienced a slowdown in international money....