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Asset Allocation

Mark Mobius, Franklin Templeton

Emerging markets back after lengthy spell on sidelines

Having endured a torrid few years, emerging markets are once again outperforming their developed peers and valuations remain attractive, so is now the time to invest?

Fintech on Friday: the twin threats of technological change

Disruptive technology is applying downward pressure on wages and could well impact even those on higher incomes. It is therefore doubly important that investment portfolios are positioned to benefit from this growing trend

What might 'President Pence' mean for financial markets?

While it is far too early to write off Donald Trump, the spotlight is increasingly shifting to vice president Mike Pence and what his potential presidency might mean for markets and the global economy

Sofiane Lahmar, DPI
From Asset Allocation / Alternatives May 24, 2017

Burgeoning middle class fuels growth in Africa’s banking sector

There is more to Africa than natural resources. Private equity opportunities can be found within markets like Morocco and Côte d’Ivoire, but companies with a regional strategy are most attractive  

Mary Pieterse-Bloem, ABN Amro

Why the return of diversification between asset classes is good news for investors

Investors have been deprived of the benefits of diversification since the financial crisis as equity and bond returns have mostly been moving in tandem. But the correlation between asset classes has started to fall away, just as it has within equity markets themselves

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From Asset Allocation / Portfolio Management April 25, 2017

Multi-asset: a new era for diversified investments

Cedric Baron of Generali Investments speaks to PWM about the evolution of multi-asset investing and how to spread a portfolio across a variety of holdings to achieve both a regular income and healthy capital growth, while minimising risk

Chris Bailey, Raymond James
From Asset Allocation / Portfolio Management April 20, 2017

Is it time to move on from active management?

Chris Bailey, European strategist at Raymond James and Alan Miller, founder and CIO of SCM Direct, discuss whether active management has had its day

Neel Mukherjee, Merrill Lynch
From Asset Allocation / Equity April 19, 2017

Pick-up in growth puts bank stocks back in favour

The prospect of financial deregulation has fuelled a sharp recovery in US banking stocks, while normalising rates would give European financials a welcome boost

Andrew Acheson, Pioneer
From Asset Allocation / Equity April 18, 2017

Trump trade stalls as market worries over policy delivery

US equity markets have surged on the promise the Trump administration will deliver policies to boost the country’s economic output. But as the president’s agenda appears to stall, are we in line for a correction?

Tom Rampulla, Vanguard
From Asset Allocation / Portfolio Management March 28, 2017

Vanguard passionate about driving down costs in asset management

Vanguard’s low cost approach is of huge benefit to its customers, insists Thomas Rampulla, managing director of the firm’s Financial Advisor Services division, claiming active managers would be wise to follow suit

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    Having recovered from a banking crisis, Cyprus is fast attracting investment into financial services, natural resources and real estate, says Natasa Pilides, director general of the Cyprus Investment Promotion Agency

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