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Portfolio Management

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

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

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

Bryon Lake, Invesco
From Asset Allocation / Portfolio Management February 21, 2017

Wealth managers take small steps towards smart beta

The use of ETFs following smart beta strategies is clearly on the rise, but a number of wealth managers remain sceptical as to just how suitable they are for private client portfolios

Jim McCaughan, Principal Global Investors
From Asset Allocation / Portfolio Management January 11, 2017

Financial crisis turning point in investment approach

Conventional investing, which failed in 2008 and its aftermath, has been replaced by the rise of passive vehicles and multi-asset strategies

John Malloy, RWC
From Asset Allocation / Portfolio Management December 20, 2016

Is now is the time to be overweight emerging and frontier markets?

PWM's Yuri Bender speaks to John M. Malloy, RWC Emerging Markets Portfolio Manager, on the impact of Donald Trump and the outlook for developing economies

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