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Asset Allocation

Kim Catechis, Martin Currie

Emerging markets well placed to weather storm

Emerging markets remain better placed to succeed in today’s volatile global economy, though they would benefit from a return to growth in the West

Fending off the euro crisis

Wealth managers are battling to protect clients from the ongoing instability in the eurozone, and are building exposure to currencies that are generally percieved as safer bets

Picking the winners in a diverse commodities sector

The increasingly diverse performances of different commodities is forcing fund managers to go overweight on those they feel will outperfom

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From Asset Allocation / Equity June 28, 2012

Financial crisis catalyst for change in asset allocation

Rather than dealing in asset classes, investors should be thinking in terms of categories of risk to protect their portfolios

From Asset Allocation / Fixed Income June 28, 2012

Credit openings emerge amid European muddle

The consequences of an unmanaged Greek exit from the euro would be so severe that central banks should continue to support the currency, creating attractive opportunities for credit strategies, according to fixed income specialists ECM

From Asset Allocation / Fixed Income June 28, 2012

Safety first for clients wary of equity markets

With client confidence at rock bottom, many continue to seek security in government bonds, although corporates offer better yields and may prove a safer bet

Benjamin Conquet, BNP Paribas Asset Management
From Asset Allocation / Fixed Income June 28, 2012

BNP Paribas constructive over corporate bonds

Having deleveraged balanced sheets and refinanced themselves on favourable terms, corporates look to be in a healthy state. But slow growth in Europe means investors should favour those with a global reach

However, it is important to address discrepancies within the corporate bond market across countries through a maturity schedule.

From Asset Allocation / Alternatives June 28, 2012

Team and track record paramount in private equity

Private equity may have fallen out of favour in recent times, but investors with medium-term horizons can find attractive returns in the asset class, as long as they select managers with proven experience

Ken Heinz, Hedge Fund Review

Institutions step in as high net worth individuals shun black-box strategies

With the 2008 crisis fresh in their minds, high net worth individuals remain wary of hedge funds, but institutional investors are taking their place and the industry continues to see fresh launches

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

Clive McDonnell, head of global equity strategy at Standard Chartered Private Bank, tells Elliot Smither why he is bullish on US stocks, cautious on Europe and how private clients are feeling this late in the economic cycle.

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