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Ana Haurie, Dexion Capital and Agricultural Asset Management

Appetite grows for equities with an agricultural twist

Global macro trends make the agriculture theme an attractive bet for long-term investors, and many believe equities rather than commodities offer the best way to gain access

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Would it be a tragedy if Greece left the euro?

With Greece seeking to renegotiate the terms of its bailout, the country’s plight is back in the headlines, but would a default and euro exit really be as devastating as some claim?

Osamu Yamagata, Aberdeen Asset Management
From Asset Allocation / Equity March 30, 2015

Upbeat investors continue to back developing regions

Emerging markets may have struggled of late but equities look to be good value and many companies have successfully implemented reforms which should make them more profitable going forward

© Alexandre Guirkinger
From Asset Allocation / Portfolio Management March 25, 2015

Roundtable: Out with the old asset allocation models and in with the new

PWM hosted a discussion to debate the demise of modern portfolio theory and how asset management techniques are adapting to a new world

PWM 0415 cover
From Asset Allocation / Portfolio Management March 23, 2015

Modern portfolios cry out for a touch of spice

Events since 2007 suggest modern portfolio theory is no longer relevant, though some in the wealth management industry are slow to change, leading to losses for private clients

Ed Cowart, Nordea
From Asset Allocation / Equity March 6, 2015

Investors worried US market could run out of steam

The US economy appears healthy but stocks are expensive compared to Europe and investors are concerned equities’ six-year bull run could come shuddering to a halt

Christian Gattiker, Julius Baer
From Asset Allocation / Fixed Income March 4, 2015

Emerging market debt adds spice to portfolios

Many wealth managers believe emerging market debt can help in the search for yield

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

Daniel Bilak, Chairman of UkraineInvest and Kyiv Mayor Vitali Klitschko talk about the attractions of investing in Ukraine since the 2014 Revolution, which changed both the political and economic climate.

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