Professional Wealth Managementt

Home / Asset Allocation

RSS

Asset Allocation

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

images/article/3695.photo.2.jpg

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

Latest PWM video

Entrepreneurial families are becoming increasing global in mindset, asset allocation and business reach, growing to resemble international firms. Yuri Bender, PWM's Editor-in-chief, talks about how private banks can adapt to these trends by providing tailored services to families in a variety of jurisdictions, through a new generation of relationship managers.

Click for more videos

Join our community

           
 

Global Private Banking Awards 2019

Wealth Tech Awards 2019