Xiadong Bao

1 month ago | pwmnet.com | Ali Al-Enazi |Beat Wittmann |Yuri Bender |Xiadong Bao

Friedrich Merz’s election victory signals a shift in Germany’s political landscape, but there is much work to be done in reshaping the economy and improving trade relations with the US. Wealth and asset managers are warning of uncertainty in Germany, following the election victory of Friedrich Merz and his establishment of a centre-right coalition.

1 month ago | pwmnet.com | Yuri Bender |Ali Al-Enazi |Xiadong Bao

An over-inflated US tech market and diversification to developing economies is encouraging family offices to return to Chinese stocks embracing technology at lower cost. As the Covid crisis developed in 2020, two asset allocation trends became apparent among family offices. Firstly, a much greater interest in environmental, social and governance (ESG) investments emerged, as families began to appreciate nature and think about healthcare issues that may have led to transmission of viruses.

2 months ago | pwmnet.com | Yuri Bender |Xiadong Bao |Ali Al-Enazi

Analysts are split on whether talks between the US and Russia can achieve peace in Ukraine and improve market fortunes, while Kyiv and Europe are frozen out of negotiations. As delegations from the US and Russia convene in Saudi Arabia to begin negotiations for a peace settlement in Ukraine, parties with the greatest stakes are left watching from the sidelines.

2 months ago | pwmnet.com | Xiadong Bao |Ali Al-Enazi |Elliot Smither

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 fruit. China is battling domestic deflation caused by its self-inflicted real estate meltdown, while preparing itself for harsher confrontation with the US under Trump 2.0.Sentiment has been poor.