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From Asset Allocation / Equity July 8, 2014

Opportunities in European equities

Thierry Rojat, from the European equities division at BNP Paribas Investment Partners, talks to Yuri Bender about investment opportunities, examines the impact of the ECB’s monetary policy on markets and evaluates geopolitical risks of which investors should be aware

Jan Willem Vis, BNP Paribas Investment Partners
From Asset Allocation / Alternatives July 7, 2014

Real estate rebounds as recovery takes hold

Real estate has been attracting those hungry for returns, but with the economic recovery beginning to look more secure, investors are considering moving from prime to secondary properties

Markus Pimpl, Partners Group
From Asset Allocation / Alternatives June 13, 2014

Low yields drive hunger for infrastructure

The global demand for infrastructure is huge but there is a perceived scarcity of vehicles suitable for private investors, while capital tends to be locked up for long periods

Sebastien Gyger, Lombard Odier
From Asset Allocation / ETFs June 11, 2014

Has the ETF universe really got any ‘smarter’?

So-called ‘smart beta’ ETFs, which attempt to outperform benchmarks, are increasing in popularity, but some critics are labelling them as a marketing gimmick

Max Anderl, UBS
From Asset Allocation / Equity June 10, 2014

Equity markets tread water as ECB prepares to move

Will European equity markets be able to maintain their recent highs if the ECB enacts widely anticipated measures to combat falling inflation and a strong euro?

Nicolas Campiche, Pictet

Rebooting the risk curve

With interest rate rises on the horizon, bonds are unlikely to retain their traditional role of protecting capital in portfolios – meaning investors must take on greater risk both within fixed income and by raising allocations to other asset classes

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

Investors in emerging markets are beginning to see Ukraine as an interesting macro-economic story, says ICU Founding Partner Makar Paseniuk; while the firm’s Head of Venture and Tech Investments discusses start-up potential.

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