Manny Pohl

Jan 10, 2024 | on.ft.com | Elisa Trovato |Ben Kumar |Jason Pohl |Manny Pohl

Each month in PWM, nine top European asset allocators reveal how they would spend €100,000 in a fund supermarket for a fairly...

Jan 3, 2024 | pwmnet.com | Elisa Trovato |Ben Kumar |Jason Pohl |Manny Pohl

The global economy avoided recession last year, but with markets facing economic, geopolitical and climate challenges, how should portfolios be positioned in 2024? The global economy and markets defied most gloomy forecasts for 2023. Despite the fastest pace of monetary tightening in modern times – the US Federal Reserve has hiked interest rates 11 times since March 2022 – a US recession has not materialised. The world’s largest economy grew above its potential again, at close to 2.5 per cent.

Jan 3, 2024 | on.ft.com | Elisa Trovato |Ben Kumar |Jason Pohl |Manny Pohl

The global economy avoided recession last year, but with markets facing economic, geopolitical and climate challenges, how should...

Dec 8, 2023 | pwmnet.com | Jason Pohl |Manny Pohl |Michael O’Sullivan

Each month in PWM, nine top European asset allocators reveal how they would spend €100,000 in a fund supermarket for a fairly conservative client with a balanced strategyBenjamin HamidiSenior portfolio manager, ABN AMRO Investment Solutions. Based in: Paris, France“The market seems to have switched to a scenario of lower rates and rapid convergence of inflation towards central bank targets. For the time being, US growth is moderating only slightly.

Dec 8, 2023 | on.ft.com | Jason Pohl |Manny Pohl |Michael O’Sullivan

Each month in PWM, nine top European asset allocators reveal how they would spend €100,000 in a fund supermarket for a fairly...