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Asset Allocation

Identifying winners in the multi-asset funds universe

Recent crises have generated renewed interest for asset allocation funds, with active management strategies designed to dampen shocks when the market falls. However, faced with an offer that is now very large and diverse, selecting the right investment medium can prove complicated

From Asset Allocation / Fixed Income May 31, 2012

Lower-rated credit attracts yield-hungry investors to corporate bonds

The safe but unspectacular yields from higher grade corporate bonds continue to attract those looking for defensive investments, but the more adventurous are turning to the generous returns offered by lower grade issuers

A more efficient way into the environmental sector

As global resources become scarcer, companies developing more efficient solutions look like attractive investments

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

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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