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
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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
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
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
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 of Schroders Private Bank (left) and Oliver Gregson from Barclays debate whether investors should head for European or US equities
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
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
The wave of reforms announced by the Indian government may be unpopular domestically but will open the country up to foreign investment
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
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