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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?

Steven Wieting, Citi Private Bank
From Asset Allocation / Portfolio Management March 25, 2014

Emerging markets down but not out

Political upheavals and the tapering of QE have hit emerging markets hard, but some investors are highlighting the attractive valuations and long-term opportunities available in these economies

Fan Jiang, JP Morgan Private Bank
From Asset Allocation / Alternatives March 10, 2014

Clear benefits tempt private investors back to hedge funds

Hedge funds can play an important role in preserving and growing capital, but despite huge interest from institutional investors, the events of 2008 still loom large in private clients’ memories

Gautam Chadda, RBC Wealth Management

The hunt for income based solutions in a land of low yields

Investors are desperate for yield to fulfil their needs but in order to do so they must be convinced to take on more risk, which can cause headaches for their advisers

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