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Philip Philippides, Amundi
From Asset Allocation / ETFs March 4, 2015

Evolution of ETFs creating both obstacles and opportunities

PWM invited eight leading figures from the fund management world to discuss the proliferation of exchange traded funds in private client portfolios 

Andrew Lee, UBS
From Asset Allocation / Alternatives March 3, 2015

Equity market dispersion a favourable backdrop for long-short hedge funds

Protecting portfolios from downside risk is a key concern once again and hedge funds with long-short strategies could have a part to play

Andrew Lee, UBS
From Asset Allocation / Alternatives February 25, 2015

Emergence of divergence renews lure of hedge funds

As central banks begin to follow different paths and with volatility returning to equity markets, many see hedge funds as providing useful diversification in client portfolios

Stephanie de Torquat, Lombard Odier
From Asset Allocation / Portfolio Management February 25, 2015

Plunging oil prices spark global economy

Cheap oil looks set to stay for the foreseeable future, providing a boost to consumers and oil-importing countries. But there will also be losers, so how should investors be positioning portfolios?

Asbjørn Trolle Hansen, Nordea
From Asset Allocation / Portfolio Management February 2, 2015

Pick ’n’ mix funds find favour in tough climate

The flexibility of multi-asset funds makes them attractive in a world where it is hard to find value, but in order to generate performance many are having to adopt increasingly complicated strategies

Leo Grohowski, BNY Mellon Wealth Management
From Asset Allocation / Portfolio Management January 28, 2015

Holding on to income in a world of low yields

Investors can no longer rely on high quality bonds for income, and wealth managers need to persuade their clients to take on more risk in fixed income, while also embracing equities, if they are to be successful in the hunt for yield

Cesar Perez, JP Morgan Private Bank
From Asset Allocation / Equity January 26, 2015

Bargains to be found as emerging markets fall out of fashion

Most private banks are underweight emerging market equities following a torrid couple of years for these economies, but attractive valuations could represent something of a buying opportunity

Amin Rajan
From Asset Allocation / Portfolio Management January 23, 2015

Modern portfolio theory: the death of common sense

Amundi’s CIO has written a thought-provoking book which argues that both wealth managers and their clients need a dose of reality when it comes to managing expectations of future returns

Nicolas Simar, ING Investment Management
From Asset Allocation / Equity January 15, 2015

Value to be found in emerging market equities

With emerging market equities trading at a discount to developed markets, investors are now prioritising value over growth when choosing stocks

PWM 1214 cover
From Asset Allocation / Portfolio Management December 9, 2014

Family offices join forces to take on banks

As global banks struggle with damaged reputations, smaller investment firms sense an opportunity to win market share and the recent M&A activity could be a sign of things to come

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Denise Voss, chairman of Luxembourg's funds association, ALFI, talks about opportunities, threats and innovations for the Grand Duchy, including Brexit, the boom in alternative assets and trends in sustainable investing.

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