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
Asset Allocation

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

The gradual rise of the renminbi
China’s currency may have a long way to go before it reaches “reserve” status, but other nations are under no illusions as to the renminbi’s potential
European equity funds provide rich pickings
The huge number of European equity funds on offer provides plenty of opportunities, but fund selectors need to be aware of managers’ preferences for their home nation
Climate Change Roundtable
PWM invited seven leading figures in private banking and asset management to discuss the role climate change and sustainable investing considerations are having within the industry. Topics covered included the key drivers for sustainable investing and the prevalence of thematic funds
Opportunities opening up in time of distress
Distressed prices are creating interesting opportunities in private credit, but clients need to be reminded that it takes a while for these investments to bear fruit
Global Private Banking Awards 2023
PWM Digital Edition (March–April 2023)
Wealth Tech Awards 2023
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