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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

Tim Huver, Vanguard
From Asset Allocation / ETFs December 9, 2014

Providers rush to meet demand for fixed income ETFs

ETFs continue to enjoy record inflows with investors using them for both short-term trading and long-term positions, while providers are offering ever more innovative products

PWM_Expert_Series_logo_RGB
From Asset Allocation / Equity December 3, 2014

Investing in emerging markets

Emerging market equities have underperformed their developed counterparts for the past three years, but cheap valuations, a pick-up in earnings growth and still abundant liquidity could support returns next year, believes Patrick Mange, head of APAC and Emerging Market Strategy at BNP Paribas Investment Partners. He spoke to Yuri Bender

Alan Mudie, Société Générale Private Banking
From Asset Allocation / Equity December 3, 2014

Value to be found as Japan faces up to its demons

The jury may be out on Abenomics as the Japanese economy continues to struggle but equities are cheap and many predict new developments will give the stockmarket a boost

Jean-Sylvain Perrig, UBP
From Asset Allocation / Portfolio Management December 1, 2014

Investors seek firm footing as market turbulence returns

Markets are likely to become more turbulent as quantitative easing draws to a close and wealth managers intend to offer client portfolios some protection

From Asset Allocation / Equity November 17, 2014

Europe a relatively bright spot within active management

Those active managers dealing in European equities, who have kept things simple and correctly identified and stuck to top-down trends, have tended to add alpha

German real estate has long been a popular asset class among the country's retail investors, but the word is now spreading to international institutions, family offices and wealthy private clients.

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