Lucas Cacioli

Private banks and wealth managers are abandoning benchmark-driven approaches for flexible, theme-based frameworks as geopolitical shifts and market uncertainty leave conventional portfolio construction behind.

Wealth portfolios are expanding gold positions and targeting emerging market tech supply chains as managers seek returns uncorrelated to US markets amid sustained dollar weakness.

The private bank says Beijing’s reluctance to launch massive stimulus is actually good news for the country's tech sector. Here is why.

Private wealth and ultra-high-net-worth investors are shifting allocations toward income-generating illiquid strategies like private credit and music royalties, while Partners Group's Asia head sees more opportunities in China and India despite market scepticism.

The wealth manager's Asia and Middle East chief investment officer is positioning portfolios with a US underweight and value tilt while cautioning that private credit's apparent stability may prove illusory during market stress.