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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 

Kenneth Lamont, Morningstar
From Asset Allocation / ETFs November 10, 2015

Large-cap ETFs booming with European equities back in fashion

The European large-cap equity exchange traded funds sector has benefitted from the return to favour of European equities, while iShares continues to dominate the European ETF market

Alexis Renault, Oddo Meriten AM
From Asset Allocation / Fixed Income November 3, 2015

Confidence high yield bonds can stay afloat in market turmoil

The potential of higher interest rates and a slowdown in the global economy should be bad news for high yield bonds, but default rates remain low and many believe the sector is well placed to ride out market volatility 

From Asset Allocation / Equity October 26, 2015

High conviction strategies find alpha in ultra-efficient markets

In the hands of concentrated managers, portfolios can outperform benchmark indices even in the highly efficient US equity market

Didier Duret, ABN Amro Private Bank
From Asset Allocation / Portfolio Management October 16, 2015

Volatile times lie in wait for global economy

Wealth managers do not have to be talented futurologists to know that the rebalancing of the global economy means higher volatility. 

Michelle Bates, UBS Wealth Management
From Asset Allocation / Structured products October 8, 2015

Structured products a way to smooth market jitters

The structured products market is smaller and very different to how it looked in its pre-crisis days but these vehicles still have a role to play in client portfolios

Patrick Simeon, Amundi
From Asset Allocation / Portfolio Management October 1, 2015

Money market funds thrive despite regulatory storm

Events in Greece and China and the resulting stockmarket volatility have led to an upsurge in the popularity of money market funds, but this could prove short-lived with new regulations poised to take effect

PWM 1015 cover
From Asset Allocation / Portfolio Management September 23, 2015

Hatching an investment plan to thrive in the new world order

Sources of growth in the global economy are shifting with growth in developed markets accelerating, while emerging markets, and China in particular, have slowed. With lower oil prices and predicted interest rate rises to consider as well, how should investors tackle asset allocation? 

Jim Craige, Stone Harbor Investment Partners
From Asset Allocation / Fixed Income August 25, 2015

Investors fear repeat of 2013 taper tantrum in emerging markets

A hike in interest rates by the Federal Reserve has been clearly signposted while emerging markets have better growth prospects than they did two years ago, but the developing world continues to eye central bank actions with trepidation

From Asset Allocation / Equity August 4, 2015

Alpha abounds in China despite significant headwinds

China continues to open up to foreign investors and although stockpickers have faced a tough time outperforming benchmarks of late, the right managers can add alpha  

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