Rather than dealing in asset classes, investors should be thinking in terms of categories of risk to protect their portfolios
Asset Allocation
Credit openings emerge amid European muddle
The consequences of an unmanaged Greek exit from the euro would be so severe that central banks should continue to support the currency, creating attractive opportunities for credit strategies, according to fixed income specialists ECM
Safety first for clients wary of equity markets
With client confidence at rock bottom, many continue to seek security in government bonds, although corporates offer better yields and may prove a safer bet

BNP Paribas constructive over corporate bonds
Having deleveraged balanced sheets and refinanced themselves on favourable terms, corporates look to be in a healthy state. But slow growth in Europe means investors should favour those with a global reach
However, it is important to address discrepancies within the corporate bond market across countries through a maturity schedule.
Team and track record paramount in private equity
Private equity may have fallen out of favour in recent times, but investors with medium-term horizons can find attractive returns in the asset class, as long as they select managers with proven experience

Institutions step in as high net worth individuals shun black-box strategies
With the 2008 crisis fresh in their minds, high net worth individuals remain wary of hedge funds, but institutional investors are taking their place and the industry continues to see fresh launches
Identifying winners in the multi-asset funds universe
Recent crises have generated renewed interest for asset allocation funds, with active management strategies designed to dampen shocks when the market falls. However, faced with an offer that is now very large and diverse, selecting the right investment medium can prove complicated
Lower-rated credit attracts yield-hungry investors to corporate bonds
The safe but unspectacular yields from higher grade corporate bonds continue to attract those looking for defensive investments, but the more adventurous are turning to the generous returns offered by lower grade issuers
A more efficient way into the environmental sector
As global resources become scarcer, companies developing more efficient solutions look like attractive investments
Thematic thinking enters mainstream
Investment strategies following themes such as the rise of emerging markets or the development of sustainable energy may be gaining traction, but critics claim they are little more than a marketing ploy
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