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1 month ago | 
pwmnet.com | Yuri Bender |Thomas Brown |Nigel Green |Ali Al-Enazi
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 strategy. Benjamin HamidiSenior portfolio manager, ABN AMRO Investment Solutions. Based in: Paris, France“Global growth still seems to be resilient, despite uncertainties and the potentially stagflationary impact of tariff risks.
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1 month ago | 
pwmnet.com | Yuri Bender |Nigel Green |Ali Al-Enazi |Beat Wittmann
Family offices have not been slow to invest in Ukraine, and returns should only accelerate should an acceptable peace deal be secured. At the same time as Volodymyr Zelenskyy was being publicly berated at the White House by Donald Trump and JD Vance for refusing to concede territory on terms dictated by Russia’s Vladimir Putin, the Ukrainian president’s foreign investment envoy was busy meeting key political and financial players in London.
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1 month ago | 
pwmnet.com | Nigel Green |Ali Al-Enazi |Beat Wittmann |Yuri Bender
Looking beyond traditional wealth creation hubs such as London and New York is vital for investors seeking to benefit from strategic decoupling between the West and China. The world is no longer centred around a single superpower, and Washington knows it. US secretary of state Marco Rubio’s recent declaration that the world is now multipolar — or inevitably heading in that direction — isn’t just a diplomatic statement.
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2 months ago | 
pwmnet.com | Dan Davis |Alexander Kim |Nigel Green |Elisa Trovato
The regulatory framework will determine the success or failure of an often-controversial digital asset class with the potential to transform portfolio management. Speaking as the then-Republican presidential nominee at the Bitcoin Conference in Nashville, Tennessee in July 2024, Donald Trump pledged to make America “the crypto capital of the planet and bitcoin superpower of the world”. Following his election victory, bitcoin reached record highs above $100,000.
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2 months ago | 
financialexpress.com | Nigel Green |Sunil Dhawan
By Nigel GreenThe rapid decline in the cost of generative artificial intelligence (AI) models is reshaping the tech investment landscape, forcing a reassessment of where capital should flow in the sector. For years now, the dominant narrative has been that AI development requires massive financial backing, with tech giants pouring billions into computational power, model training, and proprietary data infrastructure.
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2 months ago | 
pwmnet.com | Paul Jackson |Yuri Bender |Elisa Trovato |Nigel Green
European, Japanese and emerging market stocks can all prove attractive for allocators currently weighted towards an over-invested and inflation-prone US economy. Those experienced in asset management typically look for ‘out of consensus’ ideas. This is generally a good way to avoid big losses and/or make large profits. As 2025 starts, the consensus expects inflation to fall, central banks to ease, the dollar to strengthen and US equities to outperform.
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2 months ago | 
pwmnet.com | Yuri Bender |Elisa Trovato |Nigel Green |Ali Al-Enazi
Russia’s invasion of Ukraine has led Switzerland to review national security provisions which have long provided the backbone of the country’s global financial centre. Switzerland, Europe’s traditional premier private banking haven, faces serious challenges to its future success, mostly relating to geopolitics, believes Louise Tumchewics, a leading commentator on cross-border supply chains and international relations.
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Jan 18, 2025 | 
advisorpedia.com | Nigel Green |DeVere Group
Written by: Nigel Green | deVere Group
For decades, the adage “Cash is King” has reigned in the minds of many clients. It’s an expression that conjures images of security and power, a notion that having liquid assets on hand is the ultimate financial goal. But in today’s financial environment, clinging to this outdated belief could be one of the costliest mistakes your clients make—and as their adviser, it’s your job to set the record straight.
Let’s be clear: cash has its place.
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Jan 17, 2025 | 
londonlovesbusiness.com | Hani Abuagla |Sarah Dunsby |Kate McMullinWill Hayward |Nigel Green
December’s Office for National Statistics (ONS) retail sales results have confirmed retailers’ fears. Retail sales volumes (the quantity of items we bought) fell by 0.3% against even November’s lacklustre figures. The home delivery expert Parcelhero says this is particularly bad news for retailers as these seasonally adjusted figures cover the period 24 November to 28 December 2024 and therefore include Black Friday’s results.
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Jan 17, 2025 | 
londonlovesbusiness.com | Hani Abuagla |Sarah Dunsby |Kate McMullinWill Hayward |Nigel Green
The UK are to explore options to deploy military bases and defence facilities in Ukraine under the 100-year “friendship” deal signed on Thursday by the British Prime Minister and the Ukrainian President. The UK will work with Ukraine to collaborate on capabilities and will look at options to deploy and maintain defence infrastructure.
