The ability to move quickly between asset classes makes multi-asset funds very attractive in an uncertain economic environment, but investors should keep an eye on managers taking on too much equity risk
Asset Allocation

Why invest in global emerging market small cap equities?
Small companies are often better placed than their larger equivalents to benefit from the rise of the emerging market consumer class, while also offering diversification benefits

Radical change for factors shaping emerging market growth
Fears over falling growth rates and the end of QE have made investors wary of emerging markets, but these economies should receive a boost as the developed world recovers

Currency volatility central to portfolio performance
The Fed’s potential tapering of quantitative easing is just one reason why it is vital portfolios are hedged against currency risk, while private investors can benefit from fluctuations

Equities riding in the slipstream of a global recovery
Private bankers and wealth managers believe an improving global economy bodes well for equities, particularly in Europe. But not all clients are convinced

High yield stands out in troubled times for bonds
Despite volatility over the summer, high yield bond funds continue to attract investors searching for yield in what is a difficult environment for fixed income in general

Southeast Asia full of promise if investors do their homework
Investors considering Southeast Asia must delve into the backgrounds of the families who own much of the region’s businesses, while smaller firms are often the best bet

Sustainable investments move into mainstream
Social and environmental concerns are driving investors towards sustainable funds, but research suggests they deliver impressive returns too

ETFs gain ground as markets start moving
The strengthening of the global economy is giving European equities a welcome boost, while the flexibility of ETFs makes these the ideal products for many investors looking to gain exposure to the region

Gold still has role to play despite losing its lustre
Allocations to gold have fallen this year in line with its price and although the precious metal continues to hold strategic benefits for portfolios, investors should also consider other commodities
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