Investors burned by the collapse of Lehman Brothers are shying away from exotic structures and looking for less complicated products and greater transparency. But they also know that the highly volatile markets mean that there are big opportunities to be found, writes Nat Mankelow
Asset Allocation
From
Asset Allocation
/ Structured products
December 1, 2008
Demystifying structured products
In these turbulent markets, investors and financial advisers are demanding more information on their investments. With the spotlight turned on structured market-linked investment products that are sold to retail investors, Lauren Ash, Global Head of Structured Products Marketing at Citi, addresses some key questions about how these investments work
From
Asset Allocation
/ Alternatives
September 1, 2008
An alternative route to absolute returns
Recent market turbulence has seen clients increasing their allocation to alternative investments, particularly in sophisticated markets. But some investors still perceive them as a risky allocation, writes Elisa Trovato
From
Asset Allocation
/ Alternatives
September 1, 2008
Seeking additional returns in a difficult environment
Multi-asset structured products are a one-stop shop for investors to capture their investment views and diversification needs, making them an appealing investment proposition. These products can be structured to give either direct exposure to the underlying assets or indirect exposure through actively managed underlyings such as funds, write Julie Wan and Federico De Palma
From
Asset Allocation
/ Alternatives
September 1, 2008
Private Equity: Alive and Kicking!
Despite the collapse of mega deals and slowing activity, private equity fund raising is in a healthy state and the asset class can provide premium returns over the longer term, writes Marwan Naja
From
Asset Allocation
/ Structured products
June 1, 2008
Taking advantage of difficult markets
Mass affluent and retail investors tend to take a wait and see approach to market turbulence, but there are opportunities for the more sophisticated private clients. Nat Mankelow reports on the structured products that aim to take advantage of turbulent conditions to increase market share
From
Asset Allocation
/ Structured products
February 1, 2008
Synthetic solutions still rule
Whether it is down to a lack of imagination or of distribution power on the side of fund houses, actively managed products are being sidelined in many parts of Europe in favour of synthetically produced investment banking products. Elisa Trovato speaks to some of the more innovative and successful providers
From
Asset Allocation
/ Equity
February 3, 2004
Selecting the best trajectory for stock market re-entry
The wealthy investor, rendered wary by several stormy years, is preparing to step back into the world of equities. Felix Lanters offers a guide to picking the right investment strategy and the appropriate manager.
From
Asset Allocation
/ Equity
February 3, 2004
An even spread of balanced risk
Asset allocation is about controlling the risk added to the portfolio by each of its components.
From
Asset Allocation
/ Portfolio Management
October 6, 2003
Forecasting with figures
It might seem as though fund managers are just playing a numbers game, but quantitative methods help them to spot the lucrative trends. Quantitative techniques were once reserved for a handful of players in the marketplace. But things have changed. These days, most fund managers would claim to use some form of quantitative analysis as part of their investment process. Their growing acceptance and use is no accident. Using these techniques brings many advantages, in particular when dealing with large amounts of data or when looking to exercise discipline.
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With selectivity becoming more important, smart ETFs capturing factor exposures through systematic, rules-based approaches can add value in private client portfolios, although the complexity of these instruments.
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