Adrienne Lawler’s Post

Five ways asset and wealth managers can transform and grow amid business and economic challenges https://lnkd.in/eMP-wqyZ #responsibleinvesting #RAOEurope24 @PwCClimate

Wealth Managers - Learn five ways asset and wealth managers can transform and grow amid business and economic challenges

Strong perspective across key business drivers for the Wealth / Asset community.

Despite the eye catching headlines in financial media, Strategic funds tend to outperform flexible funds in terms or risk adjusted returns A great article to help your clients understand the differing approaches to multi asset investing and why Vanguards LifeStrategy funds continue to deliver value even when markets are difficult https://lnkd.in/dExepfZp

The time for #transformation in asset and #wealthmanagement is now. Discover how leaders can grow and adapt in challenging times with five key approaches detailed in Next in asset and wealth management 2024: https://pwc.to/49jOxTk

Insight’s Christopher Broadley, portfolio manager, multi-asset strategy team, said: “This week’s chart highlights the interaction between government bond yields and equities in 2024, particularly how the latest leg higher in yields has stalled the equity rally. For most of the first quarter, yields trended higher as the combination of strong growth data and upside inflation led investors to push back the timing of expected rate cuts. Against this backdrop, equities enjoyed their third strongest start to the year since 2000. However, as upside inflation surprises have continued, the rate of change of yields has increased and in turn created a tough environment for risk assets.” Click here to see our chart of the week: https://bit.ly/4bf18bd

2024 is likely to be the year of continued uncertainty, disruption and margin pressure for wealth and asset managers (WAM). Top 10 resolutions for WAM leaders to consider in 2024 and take action to enable long-term success.

PwC’s Next in asset & wealth management 2024 report highlights the importance of transforming with trust as a priority. Super interesting, don’t miss it.

🌟 Fee income from private markets is projected to double by 2032, reaching an impressive $2 trillion. This growth highlights the increasing attractiveness of private markets as a key source of revenue for asset managers. As more investors turn to alternatives, the private market sector is poised to become a significant driver of profitability and innovation. #PrivateMarkets #InvestmentGrowth #AssetManagement #AlternativeInvestments

Staying the course: combining strategic and dynamic asset allocation to deliver better outcomes for your clients Insights by Schroders' Tara Jameson, CFA. Read here: https://lnkd.in/gt-n3-Be