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Alternatives

Mark Haefele, UBS GWM

Investment outlook 2023: things likely to get worse before they get better

Equity markets could be in for a rough ride this year, although there are opportunities in fixed income and alternatives

Jan Blakeley Holman, Thornburg Investment Management

Reasons not to be cheerful about alternatives

As we enter 2023 and beyond, what will you remember about 2022 and the investment decisions you made in the wake of very challenging markets?

Hubert Keller, Lombard Odier

Lombard Odier bets on sustainability and alternatives to navigate economic transformation

Hubert Keller, transitioning to the role of senior managing partner at Lombard Odier, is determined to boost exposure to private markets and hedge funds, while adding a sustainable flavour to the product suite

Tamer Ozmen, Mintus

How fine art can bring a dash of colour to investors’ portfolios

Fine art has been recognised as a store of monetary and cultural value for centuries and fractionalisation means it no longer need be the preserve of the ultra-rich

Colm Walsh, ICG Enterprise Trust

Private View Blog: Investors must look beyond public markets to achieve true diversification

Access to private markets is being increasingly democratised for individuals and family offices, but many are not yet taking advantage

Vincent Nobel, Federated Hermes

Real estate feels impact of interest rates and inflation

Listed real estate funds have been hammered by rising rates although property is attracting attention as a hedge against inflation

Francois Savary, Prime Partners

Can alternatives protect portfolios from twin threats of recession and inflation?

Portfolios held by the world's wealthiest families are increasing investments into real assets, meaning private banks must develop the necessary expertise to meet this growing demand

Charlotte Thorne, Capital Generation Partners

Private View Blog: Why direct investing is the wrong approach for most private equity investors

Direct investing is not easy to do well and most investors looking to access private equity markets would be better off taking the fund approach, argues CapGen’s Charlotte Thorne

Nicolas Roth, REYL & Cie

Private View Blog: Private markets are not a panacea for yield-starved investors

Private markets may be becoming more mainstream but would-be investors must be aware of what they would be getting into

PWM 0821 cover

It is wise to be wary of the buyout ‘Barbarians’

Private equity was once seen as the domain of aggressive raiders, but now has a cloak of respectability with private banks recommending clients boost allocations. They should do so with their eyes wide open

FT Wealth Management Summit: Key ideas and speakers

Join PWM and the FT for the highlights of our summit about delivering the three Ds: digitalisation, diversity and democratisation of investments in wealth management

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