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Stepping away from the edge

As politicians in the US scrambled to avert the dreaded fiscal cliff, asset managers responded by repositioning portfolios, anticipating 2013 will be a good year for equities

Manuela D’onofrio, UniCredit Private Banking

Bonds to play a different role in portfolios

High quality government bonds may promise safety, but offer extremely low yields. Yet there are still opportunities to be found elsewhere in the fixed income universe

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Should clients plunge into high yield?

Willem Sels (left), UK Head of Investment Strategy at HSBC Private Bank, and Peter Branner, global CIO, SEB Asset Management, argue about the role high yield should play in client portfolios

Russ Koesterich, BlackRock

Wealth managers plot course through economic minefield

The global economy is under threat from the US ‘fiscal cliff’, slowing growth in China and the ongoing eurozone crisis. So how should portfolios be positioned to weather such a risky environment?

Robert Farago, Schroders

Should investors favour European or US equities?

Robert Farago of Schroders Private Bank (left) and Oliver Gregson from Barclays debate whether investors should head for European or US equities

Worries over high gold prices start to bubble up

Wealthy investors have been attracted to commodities, and gold in particular, but with the future of the global economy uncertain, these holdings may not turn out to be the safe havens they were hoping for

Has the quest for yield gone too far?

Investors are pouring into investment grade corporate, high yield and emerging market bonds as they search for regular dividends. But they would be well advised to proceed with caution

Competition fierce as ETF providers fight for control

The European ETF market is becoming increasingly competitive and further consolidation is expected, but with more growth predicted, the rewards for the leading providers are substantial

Robert Aspin, Standard Chartered

Indian reforms re-ignite investors’ interest

The wave of reforms announced by the Indian government may be unpopular domestically but will open the country up to foreign investment

Harvesting the growing interest in agriculture

A rising global population and changing diets make agriculture attractive to investors, but the asset class is still in its infancy and standard private equity models may not be the best way in

INVESTING IN SUSTAINABLE REAL ESTATE - SOCIAL AND ENVIRONMENTAL INVESTMENT CH 4/4

Crispin Royle-Davies, managing director and senior research analyst for public real assets at Nuveen, speaks to PWM about the key role of real estate assets in private portfolios.

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