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Asset Allocation

Tony Stenning, BlackRock

Multi-asset funds promise private clients a smoother ride

Attracted by the lower volatility that multi-asset funds can bring for investors, both asset managers and private clients are increasingly using them as building blocks in their portfolios

Chloé Koos Dunand, Pictet

Should investors hang onto their pots of gold?

Pictet’s Chloé Koos Dunand and Ani Markova of Smith & Williamson discuss what role gold should be playing in portfolios

Yves Bonzon, Pictet & Cie
From Asset Allocation / Equity May 7, 2014

Pictet seeks safety in developed markets

Despite attractive valuations, emerging market equities are best avoided, believes Pictet Wealth Management's Yves Bonzon, while the developed world can offer a better return on capital

Rüdiger Kerth, Union Investment
From Asset Allocation / Fixed Income May 6, 2014

Inflation situation spooks European bond markets

Fears of a breakup in the eurozone have reduced since the ECB indicated it would do all it could to save the currency, and investors’ attention is now focused on low levels of inflation across the region

Bolko Hohaus, Lombard Odier

Preparing portfolios for the next wave of disruption

Disruptive technologies can revolutionise the way entire industries operate, but are investors better off trying to pick out the new kids on the block or avoid those on the way down?

Jan Dehn, Ashmore
From Asset Allocation / Equity April 23, 2014

Does economic growth equal equity returns?

Emerging markets look set to enjoy higher levels of GDP growth than the developed world, but will this benefit shareholders?

Sam Jeffries, Sarasin & Partners
From Asset Allocation / Thematic Investing April 14, 2014

Global tailwinds provide lift to investments

Identifying global trends such as the growing population or the rise of the tech sector can help in long-term portfolio management, but implementation still comes down to efficient stock selection

Derrick Irwin, Wells Fargo
From Asset Allocation / Equity April 1, 2014

Political pressures put investors off emerging market equities

Recent sell-offs in emerging market equities have been dramatic, but most fund managers believe the asset class remains a compelling long-term investment

Eleanor Hope-Bell, State Street Global Advisors
From Asset Allocation / ETFs March 27, 2014

The future of ETFs in private client portfolios

PWM invited leading figures in the wealth management industry to discuss what is driving the growth of exchange traded funds, the impact of regulation and the debate between physical and synthetic vehicles

Frédérique Carrier, RBC Wealth Management
From Asset Allocation / Equity March 26, 2014

Time to gain exposure to the European recovery?

Europe’s economy appears to be moving in the right direction, but are equities in the region overvalued and which areas should investors leave well alone?

Latest PWM video

With selectivity becoming more important, smart ETFs capturing factor exposures through systematic, rules-based approaches can add value in private client portfolios, although the complexity of these instruments.

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