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Thematic thinking enters mainstream

Investment strategies following themes such as the rise of emerging markets or the development of sustainable energy may be gaining traction, but critics claim they are little more than a marketing ploy

Bolder portfolios ready to re-embrace alternatives

Alternative investments such as private equity and hedge funds are making their way back into balanced portfolios, but due diligence and manager selection are more important than ever

From Asset Allocation / Fixed Income May 3, 2012

High allocations to bonds risk upsetting the balance

Many funds with high allocations to bonds may not be as balanced as their name suggests, and investors need to be aware of the risks

From Asset Allocation / Alternatives May 3, 2012

Real estate a comfortable fit

Wealthy individuals tend to make confident property investors, but they still value solid advice which can help them maximise returns

From Asset Allocation / Alternatives May 3, 2012

Solid yields compensate for real estate wobbles

Capital values in commercial property have fallen, but yields remain high and prime locations continue to attract investors

Guy Monson, Sarasin & Partner

Building durable portfolios key to Sarasin’s approach

Guy Monson, CIO of Sarasin & Partners, discusses with PWM which factors led the bank to become pioneers in thematic investing and evaluates how the concept has fared

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Thematic investing: the neverending story

The popularity of hedge funds and high yield investments will rise and fall, but the thematic approach appears to be a trend with staying power

Robert Jukes, Collins Stewart
From Asset Allocation / Portfolio Management March 29, 2012

New breed of multi-asset portfolios aim to address shortfalls

Dynamically managed multi-asset portfolios that are goal-oriented and risk-targeted could be well suited to today’s volatile markets

From Asset Allocation / Portfolio Management March 29, 2012

Threats from inflation lie in wait over the horizon

The likelihood of high levels of inflation in the short term seem remote, but portfolios must be positioned so that they are protected from its longer term risks

From Asset Allocation / Portfolio Management March 29, 2012

Booming ETF industry faces construction issues

European ETFs may continue to attract record inflows, but the synthetic vs physical debate is gathering pace, while some commentators are questioning the levels of risk these vehicles contain

Latest PWM video

Denise Voss, chairman of Luxembourg's funds association, ALFI, talks about opportunities, threats and innovations for the Grand Duchy, including Brexit, the boom in alternative assets and trends in sustainable investing.

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