The war in Ukraine marks a 'lightbulb moment' in social and governance investing, with start-ups able to monitor portfolio holdings linked to the Russian invasion. PWM's Yuri Bender talks to impact-led platform Tumelo
James Bevan, investment adviser to wealthy families, talks to PWM's Yuri Bender about how Russia's invasion of Ukraine is likely to shape financial markets and trade relations for years to come.
Alice Wang, portfolio manager at Quaero Capital, talks to PWM's Yuri Bender about China's internet crackdowns and opportunities in underplayed sectors such as healthcare and consumer stocks.
Amin Rajan, CEO of the CREATE-Research consultancy, tells PWM's Yuri Bender about how the financial community is increasingly highlighting inequality in society, identifying companies with poor governance and guiding clients
Florent Bronès, Chief Investment Officer at BNP Paribas Wealth Management, tells Elisa Trovato why private investors should increase their allocation to equities, focusing on tactical and long term themes.
Wouter Sturkenboom, Chief Investment Strategist for EMEA and APAC at Northern Trust Asset Management, tells Elisa Trovato why he expects further upside in markets, examines the potential impact of UK and US elections.
Nannette Hechler Fayd'herbe, chief investment officer for international wealth management and global head of economics and research at Credit Suisse, discusses the global economic outlook, trade wars and central bank policy with Elliot Smither.
Clive McDonnell, head of global equity strategy at Standard Chartered Private Bank, tells Elliot Smither why he is bullish on US stocks, cautious on Europe and how private clients are feeling this late in the economic cycle.
Markus Stadlmann, Chief Investment Officer at Lloyds Bank Private Banking, explains to Elisa Trovato why Chinese equities represent a compelling investment opportunity and why US-China trade disputes have not had any substantial impact on the economy
Steve Brice, Chief Investment Strategist at Standard Chartered Private Bank, tells Elisa Trovato why he favours US and Asia ex-Japan equities, despite trade tensions, and explains why contrarian calls may work in the current market environment.