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Asset Allocation

Philip Philippedes, iShares
From Asset Allocation / ETFs October 23, 2010

ETF flexibility put to a multitude of uses

The simplicity and efficiency of exchange traded funds have seen even committed active managers start to utilise them for a range of different purposes, but they are not without their limitations. Ceri Jones reports.

Stéphane Wathier, Société Générale
From Asset Allocation / Portfolio Management September 27, 2010

A more sophisticated approach to meet multiple objectives

The worse than expected performance of core satellite strategies over recent years has seen the model lose credibility with private clients. Wealth managers are now responding with a range of measures aimed at improving portfolio construction. Ceri Jones reports.

From Asset Allocation / Portfolio Management September 27, 2010

Location paramount to achieving returns

A region’s economic fundamentals are key when investing in property, a lesson learnt by those with exposure to the asset class who have suffered heavy losses in recent years, writes Elisa Trovato.

Matt Ryan, MFS
From Asset Allocation / Fixed Income September 27, 2010

Developing country debt vehicles entice private investors

Flows into emerging market debt have been steadily increasing,writes Ceri Jones, with institutional investors in particular attracted by strong economic fundamentals and the reduced levels of volatility that bonds offer over equities.

Dr Magne Orgland, Wegelin & Co
From Asset Allocation / Portfolio Management September 2, 2010

Flexible solutions in asset allocation

Multi-asset funds that combine risk diversification with a total return approach are finding their way into client portfolios, although private banks view them with some scepticism, writes Elisa Trovato.

Eli Koen, Union Bancaire Privée
From Asset Allocation / Portfolio Management September 2, 2010

Resurgent Turkey broadens horizons

The Turkish economy has shrugged off the effects of the downturn, with the banking sector leading the recovery. However both the government and Turkish companies are increasingly looking eastwards rather than towards Europe as they have in the past. Elliot Smither reports.

Richard Davis, BlackRock
From Asset Allocation / Portfolio Management September 2, 2010

Agriculture provides food for thought

A rising global population, increased wealth in the developing world and the growing biofuels industry all demand increased agricultural output, which a number of new funds are looking to target, writes Elliot Smither.

Adrian Brass, Fidelity
From Asset Allocation / Equity September 2, 2010

Value abounds despite fears of double dip

Uncertainty over whether we are in a double dip recession or a mid-cycle slowdown is spooking the markets, but the valuations of solid US companies are extremely attractive to investors. Ceri Jones reports.

Wolfgang Leoni, Sal Oppenheim

Rebalancing for the new world order

Wealth managers need to fundamentally re-evaluate the way they assess risk as traditional methods of diversification are unlikely to offer much protection in a world significantly altered by the financial crisis, writes Elisa Trovato

Joanne Warner, FirstState

Uncertain outlook brings return to volatility

As government stimulus packages draw to a close, commodity prices have fallen, and continued demand from the emerging markets, and China in particular, is of increasing importance to the sector. Ceri Jones reports.

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