Alternative investments such as private equity and hedge funds are making their way back into balanced portfolios, but due diligence and manager selection are more important than ever
Asset Allocation
High allocations to bonds risk upsetting the balance
Many funds with high allocations to bonds may not be as balanced as their name suggests, and investors need to be aware of the risks
Real estate a comfortable fit
Wealthy individuals tend to make confident property investors, but they still value solid advice which can help them maximise returns
Solid yields compensate for real estate wobbles
Capital values in commercial property have fallen, but yields remain high and prime locations continue to attract investors

Building durable portfolios key to Sarasin’s approach
Guy Monson, CIO of Sarasin & Partners, discusses with PWM which factors led the bank to become pioneers in thematic investing and evaluates how the concept has fared

Thematic investing: the neverending story
The popularity of hedge funds and high yield investments will rise and fall, but the thematic approach appears to be a trend with staying power

New breed of multi-asset portfolios aim to address shortfalls
Dynamically managed multi-asset portfolios that are goal-oriented and risk-targeted could be well suited to today’s volatile markets
Threats from inflation lie in wait over the horizon
The likelihood of high levels of inflation in the short term seem remote, but portfolios must be positioned so that they are protected from its longer term risks
Booming ETF industry faces construction issues
European ETFs may continue to attract record inflows, but the synthetic vs physical debate is gathering pace, while some commentators are questioning the levels of risk these vehicles contain
Money market funds hit by perils of low rates and rising regulation
With low interest rates set to continue and the threat of further regulation just over the horizon, the future continues to look bleak for money market funds
FT Wealth Management Summit: Key ideas and speakers
Join PWM and the FT for the highlights of our summit about delivering the three Ds: digitalisation, diversity and democratisation of investments in wealth management
Global Private Banking Awards 2022
PWM Digital Edition (December 2022 - January 2023)
Wealth Tech Awards 2023
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