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Simon Redman, Invesco

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

Harriet Steele, Hermes

Hermes’ thematic strategies strike chord with private banks

ESG strategies were part of the Hermes offering long before they became fashionable, but are now winning them new business in the wealth management sector 

PWM 1219 cover web

Steering a route between fund brands and their stars

With distribution a key battleground among asset managers, the way they market themselves to advisers and end investors is increasingly important

David Stead, Charities Aid Foundation

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

Tatjana Greil-Castro, Muzinich & Co

Investors re-evaluate bonds in light of negative yields

With income hard to find, particularly in swathes of European sovereign debt which is yielding zero or less, investors are seeking out opportunities in more exotic parts of the bond markets

Elisa Trovato web

Private View Blog: Asset managers shunning chance to change corporations’ climate behaviour

The largest asset managers have the ability to push companies into combating the climate crisis through shareholder voting, but they are not making the most of the opportunity

Elisa Trovato web

Private View Blog: Why ‘greenwashing’ funds benefits no one

Asset managers who overstate the sustainability of their products through ‘greenwashing’ them may fool investors for now, but will pay the price in time

Federal Reserve

Fixed income is here to stay, but in what form?

PWM gathered leading figures from the fixed income world to debate the future of the asset class and the role bonds may play in investors’ portfolios

Gerard O'Reilly, Dimensional Fund Advisors

Data-driven Dimensional takes aim at world of wealth

A systematic investment process is good news for investors because it is repeatable, says Dimensional Fund Advisors’ Gerard O’Reilly,  but those burned by black box strategies in the past will take some convincing

Elisa Trovato web

Private View Blog: Is private equity all it is cracked up to be?

Although many private banks are forecasting strong returns from private equity over the next few years, some believe the asset class could be in for a rough ride

INVESTING IN SUSTAINABLE REAL ESTATE - SOCIAL AND ENVIRONMENTAL INVESTMENT CH 4/4

Crispin Royle-Davies, managing director and senior research analyst for public real assets at Nuveen, speaks to PWM about the key role of real estate assets in private portfolios.

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