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Adam Bendell, Toniic

How alignment can create impact for ESG investors

The first step in building a portfolio for a sustainability-minded client is for an adviser to clarify their values then help them adapt accordingly, argues Adam Bendell, CEO of Toniic

Mark Syz, Banque Syz
From Asset Allocation / Alternatives July 21, 2020

Investors expect pandemic to create vintage private equity opportunities

Private banks, who were already promoting private equity before Covid-19 hit, now see even more opportunities in the sector as a result of depressed company valuations

Wind and solar

As clients open up to ESG, what role should wealth managers play?

There is a significant opportunity for wealth managers to capitalise on client appetite for integrating ESG principles into their portfolios and furthermore to achieve sustainable goals through those investments

Joseph Poon, DBS
From Asset Allocation July 15, 2020

Coronavirus volatility lays bare generational split towards investing

While older investors remained relatively calm during the market fluctuations earlier this year, younger clients required more reassurance from wealth managers

Joe Parkin, BlackRock
From Asset Allocation / ETFs June 22, 2020

ETFs prove worth amid Covid-19 chaos

Investors have found the transparency and liquidity exchange traded funds provide have been invaluable in the market volatility sparked by  Covid-19

Didier Duret

Private View Blog: Why boards have a duty to reinforce resilience

Change is risky for firms and boards of directors must see beyond talk of disruption and innovation to focus on essential qualities and a handful of best practices

Jonathan Curtis, Franklin Equity Group
From Asset Allocation / Equity May 14, 2020

Tech stocks proving their immunity to coronavirus

Many technology companies have benefitted from the behavioural changes caused by enforced lockdowns, and despite fierce competition in the sector, the big players look likely to become even more dominant

Thomas Christiansen, UBP
From Asset Allocation / Fixed Income April 28, 2020

Investors warned to tread carefully when venturing into emerging market bonds

Yield-hungry investors spooked by market volatility are eyeing opportunities in emerging market fixed income, which look cheap, but it is important to be selective

Jeffrey Sacks, Citi
From Asset Allocation / Thematic Investing April 27, 2020

‘Unstoppable’ trends find favour in uncertain world

Thematic funds had been gaining in popularity before the Covid-19 outbreak and as investors struggle to imagine what the future may hold, their appeal looks likely to grow  

Jackie VanderBrug, Merrill and Bank of America Private Bank

Pandemic likely to accelerate push towards ESG investing

The Covid-19 crisis is putting companies’ dealings with their employees and society at large under the spotlight

The concept of ‘financial wellness’ which wealth managers are increasingly trying to identify, combines investment returns with customer experience and hyper-personalisation of products and services.

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