Fixed income has traditionally played an anchor role in both private and institutional portfolios, providing both yield and a counterbalance to equities. But right now traditional bonds are fulfilling neither of those roles, so it is time to replace them?
Latest news
Global Asset Tracker: Global stability prompts push into riskier assets
Private banks are recommending clients overweight equities and alternatives at the expense of bonds
Politics and climate shape Franklin Templeton view
Bond managers can make money in both good times and bad, believes David Zahn, Franklin Templeton’s fixed income chief in Europe
Entrepreneurs must not forget their staff in rush for the exit
The future of the workforce is rarely high on the agenda in discussions about handing over control of businesses
Private View Blog: ESG - do it for the kids
Private banks are finding that ESG is a way for them to establish relationships with the next generation of clients
Steering a route between fund brands and their stars
The way asset managers market themselves to advisers and end investors is increasingly important
From
Asset Allocation
/ Fixed Income
February 25, 2020
Should private banks have a licence to kill off bonds?
From
Comment
February 19, 2020
Private View Blog: Credit Suisse ‘Spygate’ defines Swiss industry challenges
The ‘tailing’ of Iqbal Khan was nothing out of the ordinary for Swiss private banks, illustrating how much more restructuring must be done
From
Asset Allocation
/ Fixed Income
February 19, 2020
Investors tempted by more exotic fixed income flavours
Those looking for yield from traditional fixed income will be disappointed, so many investors are delving deep into less well trodden parts of the bond markets
From
Asset Allocation
February 25, 2020
Global Asset Tracker: High conviction themes move to core of client portfolios
Clients are responsive to the transformational effects global mega trends are likely to have, as well as their ability to boost returns and smooth volatility
From
Asset Allocation
/ Fixed Income
February 25, 2020
Global Asset Tracker: Low yield world sparks new roles for debt and alternatives
Concerns about whether bonds still provide protection against falling equities has prompted banks to look elsewhere for diversification
From
Wealth Management
/ Profiles
February 19, 2020
London & Capital shifts bond holdings to prepare for growth
Sanjay Joshi, London & Capital’s fixed income boss, is cautiously optimistic about the state of the global economy, but warns stability brings its own challenges
From
Comment
January 23, 2020
Private View Blog: Is private equity the ideal way to tap into African growth?
Private equity seems well suited to opening up the African continent to foreign investors, but deal flows remain small
From
Wealth Management
/ Private Banking
January 6, 2020
What do clients really want from their wealth manager?
High net worth clients are discerning and demanding of their wealth manager. But firms that can deliver what they want can find themselves with a loyal client base
From
Asset Allocation
/ Alternatives
December 17, 2019
Private clients in pole position to capture illiquidity premium
High net worth investors, with their long-term time horizons, appear a great fit for alternative investments, but picking the right partners is vital
From
FinTech
December 17, 2019
Digital advances open door to customised approach to asset management
Technology is being used by asset managers to both promote their brands and lower operational costs
From
Wealth Management
/ Business Models
December 16, 2019
Philanthropy reaches the parts impact investing cannot reach
Charitable money is able to take risks other forms of capital cannot and can be even more effective when wealthy donors work together
From
Wealth Management
/ Business Models
November 18, 2019
How wealth managers can build a loyal client base
High fees and lacklustre performance have been the dominant drivers for clients looking to change wealth managers. Firms must address these issues, but there are other measures they can take to attract and retain clients
From
Comment
/ Editor's Analysis
December 17, 2019
Banks out to prove they are in the same decade as clients
Private banks are well aware they need to adjust their offer to clients, with an increasing focus on private equity, real estate and ESG products along with a shift in the way they manage relationships
From
FinTech
December 20, 2019
Fintech on Friday: How Envestnet blazed a tech trail for wealth management
In the 20 years since its foundation, Envestnet’s tech offering grew to service around a third of the US market by marrying demand with strategic developments
From
Comment
December 18, 2019
Private View Blog: Want to boost performance? Hire more women
There is evidence funds could boost performance by increasing the gender diversity of their management teams, but change is proving a slow process
From
Fund Selection
February 24, 2020
Fund selection - February 2020
Each month in PWM, nine top European asset allocators reveal how they would spend €100,000 in a fund supermarket for a fairly conservative client with a balanced strategy
From
Fund Selection
January 14, 2020
Fund selection - January 2020
Each month in PWM, nine top European asset allocators reveal how they would spend €100,000 in a fund supermarket for a fairly conservative client with a balanced strategy
Investors in emerging markets are beginning to see Ukraine as an interesting macro-economic story, says ICU Founding Partner Makar Paseniuk; while the firm’s Head of Venture and Tech Investments discusses start-up potential.
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