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Stephanie Luedke, Citi Private Bank
From Asset Allocation / Thematic Investing January 2, 2018

Sustainable investments strike chord with female clients

Female investors are more attuned to social and environmental issues, but merely pushing products in their direction is not the way to meet their needs  

Brooks Ritchey, K2 Advisors
From Asset Allocation / Alternatives January 2, 2018

Fears over public markets add to alternatives’ appeal

Investors are looking to private equity, hedge funds and real estate to both protect themselves from any stockmarket sell-off and to generate returns, while providers are responding by finding new routes into the market

David Older, Carmignac
From Asset Allocation / Portfolio Management November 10, 2017

How to position portfolios in an age of disruption

The pace of technological disruption is likely to increase in the years ahead. There will clearly be winners and losers from this upheaval – how should investors respond?

PWM_Perspectives_Series_logo_RGB
From Asset Allocation / ETFs November 2, 2017

The changing role of ETFs in private client portfolios

PWM’s Perspectives debate brought together some of Europe’s leading wealth managers to discuss the use of ETFs in private client portfolios and how their phenomenal growth is shaping the wealth management landscape.

John Beck, Franklin Templeton
From Asset Allocation / Fixed Income October 24, 2017

Look further afield to make fixed income pay

With all eyes on the direction of central banks’ monetary policies, investors continue to be frustrated by government bond yields, though there are attractive returns to be found in other areas of the market

Eric Syz, Banque SYZ & CO SA
From Asset Allocation / Alternatives August 29, 2017

Unquoted assets at forefront of renewed interest in alternatives

Wealthy clients are increasing allocations to private equity and real estate, although appetite for hedge funds remains well below its pre-crisis peak

Nicolas Campiche, Pictet Alternative Advisors
From Asset Allocation / Alternatives August 29, 2017

Higher interest rates to boost hedge funds but fees must be fixed

Allocations to private assets have swelled in recent years, but with the sector getting expensive, hedge funds are beginning to look more attractive

Katie Nixon, Northern Trust
From Asset Allocation / ETFs August 23, 2017

Smarter products allow private banks to deploy ETFs strategically

Private bankers are attracted by the potential of smart beta strategies to outperform the market over time 

Fergus Slinger, iShares
From Asset Allocation / ETFs August 23, 2017

Going gets tough for squeezed middle in European ETF battleground

The European ETF market is dominated by a handful of huge players and a long tail of smaller firms. Is it ripe for consolidation?

Mark Mobius, Franklin Templeton

Emerging markets back after lengthy spell on sidelines

Having endured a torrid few years, emerging markets are once again outperforming their developed peers and valuations remain attractive, so is now the time to invest?

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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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