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David Zahn, Franklin Templeton
From Asset Allocation / Fixed Income February 25, 2020

Politics and climate shape Franklin Templeton view

Unlike their counterparts in equities, bond managers can make money in both good times and bad, believes David Zahn, Franklin Templeton’s fixed income chief in Europe, but they need to be able to read people to really excel

Sanjay Joshi, L&C
From Asset Allocation / Fixed Income February 19, 2020

London & Capital shifts bond holdings to prepare for growth

Sanjay Joshi, London & Capital’s fixed income boss, is cautiously optimistic about the state of the global economy, but warns stability brings its own challenges

Adam Smears, Russel Investments
From Asset Allocation / Fixed Income February 19, 2020

Investors tempted by more exotic fixed income flavours

Those looking for yield from traditional fixed income will be disappointed, so many investors are delving deep into less well trodden parts of the bond markets 

Elliot Smither web
From Asset Allocation / Sustainable Investing February 6, 2020

Private View Blog: ESG - do it for the kids

Private banks are finding that ESG is a way for them to establish relationships with the next generation of clients

Simon Redman, Invesco
From Asset Allocation / Alternatives December 17, 2019

Private clients in pole position to capture illiquidity premium

High net worth investors, with their long-term time horizons, appear a great fit for alternative investments, but picking the right partners is vital

Harriet Steele, Hermes
From Asset Allocation / Sustainable Investing December 17, 2019

Hermes’ thematic strategies strike chord with private banks

ESG strategies were part of the Hermes offering long before they became fashionable, but are now winning them new business in the wealth management sector 

PWM 1219 cover web
From Asset Allocation / Portfolio Management December 17, 2019

Steering a route between fund brands and their stars

With distribution a key battleground among asset managers, the way they market themselves to advisers and end investors is increasingly important

David Stead, Charities Aid Foundation
From Asset Allocation / Thematic Investing December 16, 2019

Philanthropy reaches the parts impact investing cannot reach

Charitable money is able to take risks other forms of capital cannot and can be even more effective when wealthy donors work together

Tatjana Greil-Castro, Muzinich & Co
From Asset Allocation / Portfolio Management October 28, 2019

Investors re-evaluate bonds in light of negative yields

With income hard to find, particularly in swathes of European sovereign debt which is yielding zero or less, investors are seeking out opportunities in more exotic parts of the bond markets

Elisa Trovato web
From Asset Allocation / Thematic Investing October 17, 2019

Private View Blog: Asset managers shunning chance to change corporations’ climate behaviour

The largest asset managers have the ability to push companies into combating the climate crisis through shareholder voting, but they are not making the most of the opportunity

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