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Bertrand Gacon, Lombard Odier
From Asset Allocation / Portfolio Management January 6, 2016

Due diligence in the impact investing space

It is crucial that social impact is at the heart of what a fund manager is trying to achieve and is more than a ‘nice add-on’ to their traditional investment process

Simon Smiles, UBS
From Asset Allocation / Portfolio Management December 17, 2015

Outlook for 2016: Risk assets still attractive, but expect higher volatility

European and Japanese stocks are predicted to outperform wider global equities next year and is there finally light at the end of the tunnel for emerging markets?

From Asset Allocation / Alternatives December 14, 2015

Global property funds enjoy a good year

View from Morningstar: Real estate investment trusts have proved popular while the balance between supply and demand has kept property valuations high

David Zahn, Franklin Templeton Investments
From Asset Allocation / Portfolio Management December 10, 2015

How can European investors generate income in a low interest rate, high volatility environment?

Greater flexibility in asset allocation, looking across the whole spectrum of equities and fixed income, is something investors should consider

Dan Kemp, Morningstar
From Asset Allocation / Alternatives December 9, 2015

Multi-strategy hedge funds capture investors’ imagination

Investors are attracted by the possibility of getting both diversification benefits and positive returns through multi-strategy hedge funds 

Sukumar Rajah, Franklin Local Asset Management Group
From Asset Allocation / Portfolio Management December 3, 2015

Should investors bet on India or China?

India is predicted to become the world’s fastest growing economy, while China’s has been slowing down, but what does the future hold for these countries and how should investors be positioned?

Bill Vasilieff, Novia
From Asset Allocation / ETFs November 27, 2015

Education essential for ETFs to enter the mainstream

ETFs may be ideally suited to retail investors’ needs, but many financial advisers don’t fully understand them

Bernard Aybran, Invesco
From Asset Allocation / Fixed Income November 25, 2015

Is there any point in holding fixed income funds any more?

Most investors need income, which is why bonds still have an important role to play in portfolios despite low interest rates. But fund selectors must pay attention to liquidity 

Gerard Aquilina
From Asset Allocation / Alternatives November 19, 2015

Family offices develop a taste for private equity

Family offices’ long-term investment horizons make them ideally suited to private equity investing, but many lack the internal expertise to succeed in the asset class, creating an opportunity for third-party investment boutiques

Jamie Black, Sarasin
From Asset Allocation / Thematic Investing November 18, 2015

Clients warming to Sarasin’s two-pronged thematic process

Sarasin & Partners, pioneers of the long-term thematic approach to investing, see plenty of opportunity in US equities, while also highlighting European and Japanese exporters 

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